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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP3 years Filed as: APRIO WEALTH MANAGEMENT LLC Service code 26 · EIN 58-2484343 | Advisory (Participants) | $29,377 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $6,528 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,114 | $241,101-84.2% | $103,333-63.1% | $199,593-80.9% |
| Participation rate | 25.3% | 78.3%-53.0pp | 74.5%-49.3pp | 72.0%-46.7pp |
| Annual return | 14.82% | 17.80%-3.0pp | 24.88%-10.1pp | 34.25%-19.4pp |
| Employer contribution / active EE | $990 | $4,244-76.7% | $3,868-74.4% | $3,034-67.4% |
| Participant deferral / active EE | $1,808 | $3,958-54.3% | $5,057-64.3% | $5,087-64.5% |
| Admin fee / account holder | $200 | $288-30.5% | $8,355-97.6% | $269-25.7% |