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| Provider | Service type | Compensation |
|---|---|---|
STUART J. SCHNEIDER, CPA4 years Service code 10 · EIN 47-4860180 | Accounting | $5,975 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,671 | $50,982-22.2% | $154,803-74.4% | $85,563-53.6% |
| Participation rate | 45.1% | 59.8%-14.7pp | 78.1%-33.0pp | 66.0%-20.9pp |
| Annual return | 9.87% | 30.35%-20.5pp | 58.88%-49.0pp | 31.51%-21.6pp |
| Employer contribution / active EE | $516 | $1,708-69.8% | $4,305-88.0% | $2,654-80.5% |
| Participant deferral / active EE | $1,253 | $2,474-49.3% | $5,540-77.4% | $4,375-71.4% |
| Admin fee / account holder | $126 | $846-85.1% | $14,329-99.1% | $834-84.8% |