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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $11,871 |
Filed as: RAYMOND JAMES FINANCIAL Service code 26 · EIN 59-2937883 | Advisory (Participants) | $4,964 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,293 | $61,473-63.7% | $81,726-72.7% | $73,412-69.6% |
| Participation rate | 30.3% | 72.4%-42.1pp | 72.0%-41.7pp | 72.2%-41.9pp |
| Annual return | 24.23% | 28.26%-4.0pp | 29.49%-5.3pp | 59.30%-35.1pp |
| Employer contribution / active EE | $460 | $1,898-75.8% | $4,311-89.3% | $2,234-79.4% |
| Participant deferral / active EE | $1,795 | $3,080-41.7% | $7,108-74.8% | $3,806-52.8% |
| Admin fee / account holder | $141 | $125+12.8% | $5,160-97.3% | $158-10.4% |