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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 84-0795096 | Accounting | $11,500 |
Service code 49 P.O. BOX 3789 · LITTLETON, CO 80161 | Other Services | $8,643 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,852 |
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).
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 | $15,942 | $72,554-78.0% | $138,135-88.5% | $73,493-78.3% |
| Participation rate | 86.7% | 74.8%+11.8pp | 78.7%+8.0pp | 70.7%+16.0pp |
| Annual return | 33.08% | 17.50%+15.6pp | 20.51%+12.6pp | 28.51%+4.6pp |
| Employer contribution / active EE | $1,562 | $3,511-55.5% | $5,587-72.0% | $2,270-31.2% |
| Participant deferral / active EE | $5,314 | $4,908+8.3% | $6,431-17.4% | $3,740+42.1% |
| Admin fee / account holder | $212 | $464-54.3% | $11,856-98.2% | $513-58.6% |