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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,066 |
Filed as: B. RILEY WEALTH MANAGEMENT, INC. Service code 26 · EIN 62-1518255 6000 POPLAR AVENUE · MEMPHIS, TN 38119 | Advisory (Participants) | $0 |
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.
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 | $72,373 | $69,159+4.6% | $125,195-42.2% | $67,582+7.1% |
| Participation rate | 37.5% | 78.2%-40.7pp | 79.8%-42.3pp | 71.3%-33.8pp |
| Annual return | 21.60% | 27.12%-5.5pp | 43.79%-22.2pp | 378.57%-357.0pp |
| Employer contribution / active EE | $895 | $2,023-55.8% | $3,866-76.8% | $2,148-58.3% |
| Participant deferral / active EE | $1,357 | $3,700-63.3% | $4,937-72.5% | $3,539-61.6% |
| Admin fee / account holder | $209 | $142+47.1% | $9,704-97.9% | $142+46.6% |