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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP5 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 | Contract Administrator | $9,788 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,284 |
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 | $36,264 | $52,279-30.6% | $89,435-59.5% | $79,856-54.6% |
| Participation rate | 74.3% | 57.5%+16.8pp | 68.0%+6.3pp | 69.6%+4.7pp |
| Annual return | 14.14% | 22.16%-8.0pp | 245.55%-231.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,071 | $1,572+95.4% | $2,587+18.7% | $2,471+24.3% |
| Participant deferral / active EE | $2,618 | $2,740-4.5% | $3,890-32.7% | $3,741-30.0% |
| Admin fee / account holder | $167 | $3,356-95.0% | $4,884-96.6% | $5,306-96.9% |