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| Provider | Service type | Compensation |
|---|---|---|
THE SIEKMANN COMPANY2+ years Service code 10 · EIN 31-0995736 9000 MEMORIAL DR · PLAIN CITY, OH 43064 | Accounting | $7,596 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $258 |
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.
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 | $23,364 | $87,834-73.4% | $133,975-82.6% | $62,881-62.8% |
| Participation rate | 67.7% | 83.4%-15.6pp | 87.1%-19.3pp | 69.3%-1.6pp |
| Annual return | 7.46% | 12.05%-4.6pp | 29.29%-21.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,006 | $3,482-71.1% | $5,211-80.7% | $2,281-55.9% |
| Participant deferral / active EE | $3,245 | $4,812-32.6% | $6,282-48.3% | $3,203+1.3% |
| Admin fee / account holder | $101 | $5,372-98.1% | $9,324-98.9% | $4,296-97.7% |