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| Provider | Service type | Compensation |
|---|---|---|
WINDES, INC.2+ years Service code 13 · EIN 95-3001179 111 W. OCEAN BLVD. · LONG BEACH, CA 90802 | Contract Administrator | $13,989 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,916 |
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.
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 | $23,880 | $71,666-66.7% | $117,861-79.7% | $69,631-65.7% |
| Participation rate | 57.4% | 77.5%-20.1pp | 79.7%-22.2pp | 70.7%-13.3pp |
| Annual return | 11.30% | 18.86%-7.6pp | 335.11%-323.8pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $659 | $1,889-65.1% | $3,786-82.6% | $2,032-67.6% |
| Participant deferral / active EE | $2,094 | $3,340-37.3% | $4,482-53.3% | $3,224-35.0% |
| Admin fee / account holder | $45 | $120-62.5% | $8,021-99.4% | $110-59.2% |