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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 23-2802378 | Advisory (Participants) | $20,622 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 14 · EIN 01-0233346 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Plan Administrator | $1,650 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 14 PO BOX 306462 · NASHVILLE, NY 372306462 | Plan Administrator | $575 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,324 | $45,343-15.5% | $150,298-74.5% | $67,986-43.6% |
| Participation rate | 63.2% | 51.9%+11.4pp | 77.8%-14.6pp | 57.2%+6.0pp |
| Annual return | 11.88% | 33.28%-21.4pp | 62.79%-50.9pp | 31.67%-19.8pp |
| Employer contribution / active EE | $766 | $1,462-47.6% | $4,154-81.6% | $2,019-62.1% |
| Participant deferral / active EE | $1,919 | $2,055-6.6% | $5,453-64.8% | $3,358-42.9% |
| Admin fee / account holder | $226 | $2,250-89.9% | $14,116-98.4% | $3,203-92.9% |