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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,407 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,961 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1807015 | Accounting | $9,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,794 | $59,267+36.3% | $96,575-16.3% | $79,393+1.8% |
| Participation rate | 69.4% | 61.9%+7.5pp | 69.8%-0.4pp | 70.7%-1.3pp |
| Annual return | 13.76% | 27.08%-13.3pp | 37.79%-24.0pp | 116.87%-103.1pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,379 | $2,947+48.6% | $3,849+13.8% | $4,046+8.2% |
| Admin fee / account holder | $283 | $659-57.1% | $6,182-95.4% | $627-54.9% |