See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
UNIQUE WEALTH STRATEGIES2 years Service code 26 · EIN 81-2591402 570 VILLAGE CENTER DRIVE STE 203 · BURR RIDGE, IL 60527 | Advisory (Participants) | $23,377 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,520 | $55,416-44.9% | $75,972-59.8% | $77,643-60.7% |
| Participation rate | 23.4% | 63.6%-40.1pp | 69.1%-45.6pp | 70.6%-47.1pp |
| Annual return | 21.75% | 17.07%+4.7pp | 359.55%-337.8pp | 31.24%-9.5pp |
| Employer contribution / active EE | $585 | $1,788-67.3% | $2,685-78.2% | $2,726-78.5% |
| Participant deferral / active EE | $1,155 | $3,447-66.5% | $4,255-72.9% | $4,647-75.1% |
| Admin fee / account holder | $397 | $414-4.0% | $6,467-93.9% | $430-7.7% |