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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $194 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION GROUP, INC. Service code 13 23046 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,220 | $75,183-51.8% | $123,894-70.8% | $55,167-34.3% |
| Participation rate | 68.7% | 72.8%-4.1pp | 81.4%-12.7pp | 69.0%-0.3pp |
| Annual return | 8.88% | 19.01%-10.1pp | 47.52%-38.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,887 | $5,084-23.6% | $5,984-35.0% | $3,054+27.3% |
| Admin fee / account holder | $46 | $663-93.1% | $8,357-99.5% | $504-91.0% |