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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 10-0233346 | Recordkeeping | $10,427 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $9,528 |
DOPKINS & COMPANY, LLP5 years Service code 10 · EIN 16-0929175 | Accounting | $4,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,655 | $29,569-33.5% | $56,077-64.9% | $77,714-74.7% |
| Participation rate | 47.7% | 32.6%+15.1pp | 52.5%-4.8pp | 70.6%-22.8pp |
| Annual return | 14.98% | 18.90%-3.9pp | 1709.28%-1694.3pp | 31.26%-16.3pp |
| Employer contribution / active EE | $217 | $569-61.9% | $1,040-79.2% | $2,727-92.0% |
| Participant deferral / active EE | $1,646 | $1,061+55.2% | $1,954-15.7% | $4,649-64.6% |
| Admin fee / account holder | $201 | $1,042-80.7% | $2,825-92.9% | $433-53.6% |