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| Provider | Service type | Compensation |
|---|---|---|
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC. Service code 13 6215 FERRIS SQUARE SUITE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $75 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,156 | $73,638-72.6% | $95,964-79.0% | $73,497-72.6% |
| Participation rate | 57.5% | 76.2%-18.7pp | 77.1%-19.6pp | 70.7%-13.2pp |
| Annual return | 12.99% | 16.78%-3.8pp | 91.64%-78.7pp | 28.51%-15.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,643 | $3,617-54.6% | $4,167-60.6% | $3,740-56.1% |
| Admin fee / account holder | $181 | $482-62.4% | $6,797-97.3% | $513-64.7% |