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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Service code 55 450 SANSOME ST · SAN FRANCISCO, CA 94111 | Other Commissions | $10,304 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,401 |
JHW FINANCIAL SERVICES INC1+ years Filed as: JHW FINANCIAL SVCS FINANCIAL TELESI Service code 55 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other Commissions | $804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,185 | $68,092-79.2% | $73,309-80.7% | $59,188-76.0% |
| Participation rate | 52.4% | 78.1%-25.6pp | 74.9%-22.5pp | 69.4%-17.0pp |
| Annual return | 31.89% | 5.93%+26.0pp | 5.67%+26.2pp | 5.51%+26.4pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $3,237-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $4,020 | $5,041-20.3% | $4,991-19.5% | $3,265+23.1% |
| Admin fee / account holder | $9 | $630-98.5% | $5,635-99.8% | $92-89.7% |