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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $17,264 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $7,613 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,887 | $89,067+3.2% | $102,423-10.3% | $77,714+18.2% |
| Participation rate | 66.4% | 80.9%-14.5pp | 76.5%-10.1pp | 70.6%-4.2pp |
| Annual return | 11.58% | 25.01%-13.4pp | 29.42%-17.8pp | 31.26%-19.7pp |
| Employer contribution / active EE | $2,168 | $2,699-19.7% | $3,023-28.3% | $2,727-20.5% |
| Participant deferral / active EE | $3,281 | $5,147-36.3% | $5,054-35.1% | $4,649-29.4% |
| Admin fee / account holder | $63 | $236-73.2% | $9,455-99.3% | $433-85.4% |