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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANNING CONSULTANTS1+ years Service code 17 · EIN 32-7481187 2110 CLEARLAKE BLVD · CHAMPAIGN, IL 618228933 | Pension Consulting | $1,950 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
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 | $38,547 | $39,245-1.8% | $64,105-39.9% | $52,331-26.3% |
| Participation rate | 68.6% | 58.2%+10.4pp | 68.2%+0.4pp | 68.1%+0.5pp |
| Annual return | -0.60% | 14.79%-15.4pp | 791.24%-791.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,010 | $736+37.1% | $1,820-44.5% | $1,882-46.3% |
| Participant deferral / active EE | $3,125 | $1,992+56.9% | $2,822+10.7% | $3,022+3.4% |
| Admin fee / account holder | $22 | $592-96.2% | $4,499-99.5% | $592-96.2% |