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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE BENEFITS SERVICES10+ years Service code 37 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Loan Processing | $30,991 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $19,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,142 | $49,468-41.1% | $150,298-80.6% | $103,975-72.0% |
| Participation rate | 36.9% | 58.1%-21.2pp | 77.8%-40.8pp | 72.5%-35.6pp |
| Annual return | 13.15% | 38.98%-25.8pp | 62.79%-49.6pp | 19.41%-6.3pp |
| Employer contribution / active EE | $220 | $1,670-86.8% | $4,154-94.7% | $3,722-94.1% |
| Participant deferral / active EE | $1,103 | $2,650-58.4% | $5,453-79.8% | $5,343-79.4% |
| Admin fee / account holder | $240 | $385-37.6% | $14,116-98.3% | $332-27.8% |