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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Service code 13 · EIN 13-5381590 | Contract Administrator | $10,354 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,725 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Form 5500 reported that benefits due were not provided when due.
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 | $3,496 | $155,795-97.8% | $136,298-97.4% | $69,631-95.0% |
| Participation rate | 90.3% | 75.2%+15.0pp | 81.9%+8.4pp | 70.7%+19.6pp |
| Annual return | 21.61% | 232464.33%-232442.7pp | 5156.27%-5134.7pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $4,504 | $2,991+50.6% | $4,696-4.1% | $2,032+121.6% |
| Participant deferral / active EE | $73 | $5,394-98.6% | $6,247-98.8% | $3,224-97.7% |
| Admin fee / account holder | $80 | $128-37.7% | $9,244-99.1% | $110-27.6% |