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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,714 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $675 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,058 | $71,802-74.9% | $133,975-86.5% | $57,658-68.7% |
| Participation rate | 59.6% | 85.5%-25.8pp | 87.1%-27.4pp | 70.2%-10.6pp |
| Annual return | 21.36% | 13.51%+7.9pp | 29.29%-7.9pp | 5.13%+16.2pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,235 | $4,606-29.8% | $6,282-48.5% | $3,061+5.7% |
| Admin fee / account holder | $90 | $88+2.4% | $9,324-99.0% | $95-5.0% |