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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT CONSULTING Service code 26 · EIN 33-0785439 1420 5TH AVENUE · NEW YORK, NY 10019 | Advisory (Participants) | $2,316 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $300 |
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.
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 | $4,039 | $45,382-91.1% | $154,111-97.4% | $75,289-94.6% |
| Participation rate | 10.5% | 65.9%-55.4pp | 83.0%-72.5pp | 72.4%-61.9pp |
| Annual return | 0.00% | -0.47%+0.5pp | 735.18%-735.2pp | -0.04%0pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $404 | $2,384-83.0% | $5,081-92.0% | $3,739-89.2% |
| Admin fee / account holder | $37 | $89-58.9% | $13,411-99.7% | $102-64.1% |