Filed March 8, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $10,466 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,083 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 14 PO BOX 24926 · NEW YORK, NY 100874926 | Plan Administrator | $800 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,540 | $30,421-62.1% | $56,077-79.4% | $74,429-84.5% |
| Participation rate | 95.8% | 32.9%+63.0pp | 52.5%+43.3pp | 67.2%+28.6pp |
| Annual return | 18.02% | 24.94%-6.9pp | 1709.28%-1691.3pp | 1368.38%-1350.4pp |
| Employer contribution / active EE | $1,134 | $610+85.9% | $1,040+9.0% | $2,625-56.8% |
| Participant deferral / active EE | $3,068 | $1,175+161.0% | $1,954+57.0% | $4,348-29.5% |
| Admin fee / account holder | $181 | $2,363-92.4% | $2,825-93.6% | $1,944-90.7% |