Filed December 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Service code 13 · EIN 26-0233809 | Contract Administrator | $2,770 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $694 |
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 | $27,041 | $23,385+15.6% | $69,182-60.9% | $57,658-53.1% |
| Participation rate | 28.9% | 37.9%-9.0pp | 55.1%-26.2pp | 70.2%-41.3pp |
| Annual return | 7.45% | -659.34%+666.8pp | -21.93%+29.4pp | 5.13%+2.3pp |
| Employer contribution / active EE | $522 | $422+23.5% | $1,206-56.7% | $1,974-73.6% |
| Participant deferral / active EE | $834 | $843-1.1% | $1,897-56.1% | $3,061-72.8% |
| Admin fee / account holder | $142 | $82+73.4% | $2,697-94.7% | $95+50.6% |