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| Provider | Service type | Compensation |
|---|---|---|
CENTAURUS FINANCIAL INC4+ years Filed as: CENTAURUS FINANCIAL Service code 33 · EIN 33-0530236 | Securities brokerage | $365,724 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $154,676 |
BKD, LLP2 years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,595 | $60,396+35.1% | $83,831-2.7% | $75,289+8.4% |
| Participation rate | 60.4% | 80.7%-20.3pp | 76.1%-15.7pp | 72.4%-12.0pp |
| Annual return | -5.93% | 3.84%-9.8pp | 850.99%-856.9pp | -0.04%-5.9pp |
| Employer contribution / active EE | $2,360 | $3,343-29.4% | $3,631-35.0% | $2,405-1.9% |
| Participant deferral / active EE | $5,228 | $2,922+78.9% | $4,082+28.1% | $3,739+39.8% |
| Admin fee / account holder | $162 | $141+14.9% | $5,479-97.0% | $102+58.6% |