Filed December 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3 years Service code 13 · EIN 26-0233809 | Contract Administrator | $2,787 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,002 |
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 | $29,252 | $23,224+26.0% | $71,086-58.9% | $55,725-47.5% |
| Participation rate | 35.3% | 37.9%-2.6pp | 54.7%-19.3pp | 70.9%-35.5pp |
| Annual return | -7.32% | -2.87%-4.5pp | 650.59%-657.9pp | 244.93%-252.3pp |
| Employer contribution / active EE | $628 | $436+44.0% | $1,088-42.3% | $2,078-69.8% |
| Participant deferral / active EE | $1,066 | $929+14.7% | $1,874-43.1% | $3,356-68.2% |
| Admin fee / account holder | $123 | $118+4.1% | $3,082-96.0% | $115+6.6% |