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| Provider | Service type | Compensation |
|---|---|---|
KIKER WEALTH MANAGEMENT1 year Service code 26 · EIN 27-3317733 | Advisory (Participants) | $10,589 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,409 | $111,608-74.5% | $177,821-84.0% | $73,409-61.3% |
| Participation rate | 15.5% | 87.9%-72.4pp | 87.7%-72.2pp | 72.2%-56.7pp |
| Annual return | 20.44% | 18.23%+2.2pp | 48.32%-27.9pp | 59.29%-38.9pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,866 | $6,199-69.9% | $7,714-75.8% | $3,805-51.0% |
| Admin fee / account holder | $247 | $166+49.0% | $12,427-98.0% | $158+56.2% |