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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP4 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 | Contract Administrator | $7,456 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,085 |
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 | $28,045 | $48,053-41.6% | $84,628-66.9% | $72,975-61.6% |
| Participation rate | 74.4% | 57.6%+16.9pp | 68.2%+6.2pp | 69.5%+5.0pp |
| Annual return | 21.22% | 37.39%-16.2pp | 258.80%-237.6pp | 81.01%-59.8pp |
| Employer contribution / active EE | $4,301 | $1,602+168.5% | $2,653+62.1% | $2,440+76.3% |
| Participant deferral / active EE | $2,127 | $2,681-20.7% | $3,900-45.5% | $3,608-41.0% |
| Admin fee / account holder | $125 | $3,395-96.3% | $4,914-97.5% | $5,124-97.6% |