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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $170 |
COMPREHENSIVE FINANCIAL PLANNING2+ years Filed as: COMPREHENSIVE BROKERAGE SVCS, INC Service code 26 300 CONSHOHOCKEN STATE ROAD · WEST CONSHOHOCKEN, PA 19428 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $133,056 | $63,924+108.1% | $108,582+22.5% | $55,167+141.2% |
| Participation rate | 67.5% | 74.3%-6.8pp | 79.6%-12.0pp | 69.0%-1.5pp |
| Annual return | 6.67% | 15.31%-8.6pp | -51.70%+58.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,294 | $1,879-31.1% | $3,758-65.6% | $1,963-34.1% |
| Participant deferral / active EE | $3,931 | $3,067+28.2% | $4,311-8.8% | $3,054+28.7% |
| Admin fee / account holder | $538 | $618-12.9% | $7,645-93.0% | $504+6.7% |