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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE3+ years Service code 11 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Actuarial | $1,150 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 13-3646501 | Recordkeeping | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,732 | $43,717+13.8% | $81,473-39.0% | $77,958-36.2% |
| Participation rate | 3.8% | 42.5%-38.8pp | 68.0%-64.2pp | 71.6%-67.9pp |
| Annual return | 17.25% | 23.83%-6.6pp | 38.78%-21.5pp | 20.87%-3.6pp |
| Employer contribution / active EE | $143 | $919-84.4% | $2,568-94.4% | $2,310-93.8% |
| Participant deferral / active EE | $263 | $1,783-85.3% | $3,537-92.6% | $3,537-92.6% |
| Admin fee / account holder | $12 | $108-88.8% | $4,561-99.7% | $97-87.6% |