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| Provider | Service type | Compensation |
|---|---|---|
STUART J. SCHNEIDER, CPA1 year Service code 10 · EIN 47-4860180 | Accounting | $7,750 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,070 | $46,292-43.7% | $143,757-81.9% | $64,808-59.8% |
| Participation rate | 44.8% | 64.2%-19.4pp | 80.3%-35.5pp | 71.5%-26.7pp |
| Annual return | -17.98% | -10.05%-7.9pp | -0.04%-17.9pp | 32.82%-50.8pp |
| Employer contribution / active EE | $404 | $1,910-78.9% | $4,951-91.8% | $2,506-83.9% |
| Participant deferral / active EE | $974 | $2,646-63.2% | $5,637-82.7% | $4,310-77.4% |
| Admin fee / account holder | $145 | $154-5.6% | $14,673-99.0% | $188-22.7% |