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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 26 · EIN 33-0785439 1301 DOVE STREET · NEW YORK, NY 10019 | Advisory (Participants) | $18,181 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $750 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,241 | $45,000-68.4% | $143,788-90.1% | $77,906-81.7% |
| Participation rate | 9.0% | 66.8%-57.8pp | 80.3%-71.3pp | 73.7%-64.7pp |
| Annual return | -17.74% | 29.03%-46.8pp | -0.03%-17.7pp | 12.16%-29.9pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $415 | $3,157-86.9% | $5,638-92.6% | $4,805-91.4% |
| Admin fee / account holder | $152 | $98+54.5% | $14,675-99.0% | $133+14.7% |