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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.
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 | $46,688-17.9% | $189,758-79.8% | $69,733-45.0% |
| Participation rate | 63.2% | 61.7%+1.5pp | 79.8%-16.6pp | 62.5%+0.8pp |
| Annual return | 11.88% | 14.35%-2.5pp | 52.62%-40.7pp | 15.22%-3.3pp |
| Employer contribution / active EE | $766 | $1,695-54.8% | $4,767-83.9% | $2,250-66.0% |
| Participant deferral / active EE | $1,919 | $2,143-10.5% | $5,856-67.2% | $3,054-37.2% |
| Admin fee / account holder | $226 | $1,700-86.7% | $20,388-98.9% | $3,102-92.7% |