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| Provider | Service type | Compensation |
|---|---|---|
DOYLE & ASSOCIATES, PLLC2+ years Service code 10 · EIN 20-1414332 | Accounting | $7,654 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $74,349 | $42,546+74.7% | $71,796+3.6% | $55,167+34.8% |
| Participation rate | 61.4% | 59.1%+2.3pp | 69.1%-7.7pp | 69.0%-7.6pp |
| Annual return | 6.23% | 12.36%-6.1pp | 78.04%-71.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,617 | $2,064-21.7% | $2,794-42.1% | $3,054-47.1% |
| Admin fee / account holder | $108 | $650-83.4% | $4,815-97.8% | $504-78.7% |