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| Provider | Service type | Compensation |
|---|---|---|
RIVETTI INVESTMENT SERVICES2 years Service code 26 · EIN 46-1785786 | Advisory (Participants) | $20,907 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,666 | $80,753-55.8% | $136,297-73.8% | $62,293-42.7% |
| Participation rate | 43.0% | 73.5%-30.5pp | 81.9%-38.9pp | 69.5%-26.5pp |
| Annual return | 33.75% | 35.83%-2.1pp | 5156.16%-5122.4pp | 28.90%+4.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,991 | $5,164+16.0% | $6,247-4.1% | $3,169+89.1% |
| Admin fee / account holder | $18 | $525-96.5% | $9,244-99.8% | $479-96.2% |