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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $48,570 |
HANCOCK ASKEW & CO., LLP1 year Filed as: HANCOCK ASCEW, & CO., LLP Service code 10 · EIN 58-0662558 | Accounting | $23,900 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $17,215 |
Service code 26 · EIN 45-5553673 30 EAST 7TH STREET, SUITE 3535 · ST. PAUL, MN 55101 | Advisory (Participants) | $14,215 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $117,895-100.0% | $102,460-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | -78.26% | 31.92%-110.2pp | 29.47%-107.7pp | 552.29%-630.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |