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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $11,634 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,090 |
ASCENSUS LLC4+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 | Recordkeeping | $0 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,711 | $47,977-69.3% | $154,107-90.5% | $56,287-73.9% |
| Participation rate | 50.7% | 66.2%-15.5pp | 83.0%-32.3pp | 69.9%-19.1pp |
| Annual return | -9.46% | 3.54%-13.0pp | 735.12%-744.6pp | -9.96%+0.5pp |
| Employer contribution / active EE | $1,155 | $2,169-46.8% | $5,298-78.2% | $2,111-45.3% |
| Participant deferral / active EE | $1,831 | $2,392-23.5% | $5,081-64.0% | $3,350-45.3% |
| Admin fee / account holder | $206 | $438-52.9% | $13,411-98.5% | $521-60.4% |