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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 59-3331424 3030 N ROCKY POINT, SUITE 700 · TAMPA, FL 33607 | Advisory (Participants) | $18,463 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $47,079 | $58,655-19.7% | $91,994-48.8% | $65,185-27.8% |
| Participation rate | 56.9% | 75.3%-18.4pp | 78.6%-21.7pp | 70.2%-13.3pp |
| Annual return | 30.70% | 33.92%-3.2pp | 69.04%-38.3pp | 29.38%+1.3pp |
| Employer contribution / active EE | $519 | $2,080-75.1% | $3,453-85.0% | $2,177-76.2% |
| Participant deferral / active EE | $5,023 | $5,474-8.3% | $5,924-15.2% | $3,514+42.9% |
| Admin fee / account holder | $425 | $434-2.2% | $7,744-94.5% | $847-49.9% |