Filed December 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Service code 13 · EIN 26-0233809 | Contract Administrator | $3,563 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $972 |
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 | $32,389 | $28,416+14.0% | $73,550-56.0% | $69,631-53.5% |
| Participation rate | 31.6% | 38.3%-6.8pp | 54.9%-23.4pp | 70.7%-39.1pp |
| Annual return | 20.21% | -694.13%+714.3pp | -15.16%+35.4pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $588 | $430+36.6% | $1,219-51.8% | $2,032-71.1% |
| Participant deferral / active EE | $971 | $897+8.3% | $1,804-46.2% | $3,224-69.9% |
| Admin fee / account holder | $125 | $104+19.8% | $2,320-94.6% | $110+13.2% |