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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANOCK LIFE INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $29,595 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 43-3046611 | Advisory (Participants) | $29,340 |
DOEREN MAYHEW2 years Service code 15 56 GRANDVILLE · GRAND RAPIDS, MI 49503 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,321 | $89,093-42.4% | $102,434-49.9% | $77,736-34.0% |
| Participation rate | 55.7% | 80.9%-25.2pp | 76.5%-20.8pp | 70.6%-14.8pp |
| Annual return | 30.58% | 25.03%+5.5pp | 29.46%+1.1pp | 31.26%-0.7pp |
| Employer contribution / active EE | $1,400 | $2,699-48.2% | $3,023-53.7% | $2,728-48.7% |
| Participant deferral / active EE | $2,494 | $5,147-51.5% | $5,055-50.7% | $4,651-46.4% |
| Admin fee / account holder | $170 | $236-28.0% | $9,462-98.2% | $433-60.8% |