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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 18 · EIN 22-1211670 P.O. BOX 13467 · PHILADELPHIA, PA 19176 | Custodial (other than securities); In... | $262,268 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $55,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,734 | $46,360+41.8% | $147,617-55.5% | $52,331+25.6% |
| Participation rate | 54.8% | 64.9%-10.1pp | 84.6%-29.8pp | 68.1%-13.3pp |
| Annual return | -2.36% | 1.62%-4.0pp | 61.98%-64.3pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,248 | $2,126-41.3% | $5,564-77.6% | $1,882-33.7% |
| Participant deferral / active EE | $2,234 | $2,258-1.1% | $4,895-54.4% | $3,022-26.1% |
| Admin fee / account holder | $2,250 | $766+193.9% | $11,612-80.6% | $592+280.4% |