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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 | Contract Administrator | $10,202 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,067 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,790 | $33,067-28.1% | $76,518-68.9% | $56,289-57.7% |
| Participation rate | 70.4% | 55.4%+15.0pp | 68.0%+2.4pp | 69.9%+0.6pp |
| Annual return | -5.30% | 2.72%-8.0pp | -0.27%-5.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,593 | $1,200+32.7% | $2,647-39.8% | $2,111-24.5% |
| Participant deferral / active EE | $1,926 | $2,240-14.0% | $3,836-49.8% | $3,350-42.5% |
| Admin fee / account holder | $221 | $537-58.9% | $4,849-95.4% | $521-57.6% |