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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. Service code 15 · EIN 01-0233346 | Recordkeeping | $39,268 |
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS INC Service code 26 · EIN 13-2624428 | Advisory (Participants) | $17,105 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,998 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,886 | $42,353-1.1% | $79,550-47.3% | $64,808-35.4% |
| Participation rate | 41.4% | 64.8%-23.3pp | 69.5%-28.0pp | 71.5%-30.0pp |
| Annual return | -20.08% | -12.24%-7.8pp | 0.16%-20.2pp | 32.82%-52.9pp |
| Employer contribution / active EE | $1,053 | $1,181-10.8% | $2,413-56.3% | $2,506-58.0% |
| Participant deferral / active EE | $1,511 | $3,170-52.3% | $3,985-62.1% | $4,310-65.0% |
| Admin fee / account holder | $244 | $160+52.6% | $6,832-96.4% | $188+29.7% |