Filed December 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $4,570 |
ALLIANCE BENEFIT GROUP4 years Service code 13 · EIN 26-0233809 | Contract Administrator | $1,950 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,406 |
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 | $20,900 | $25,302-17.4% | $74,719-72.0% | $67,579-69.1% |
| Participation rate | 64.1% | 37.8%+26.2pp | 54.5%+9.6pp | 71.3%-7.2pp |
| Annual return | 49.35% | 10291.17%-10241.8pp | 753.05%-703.7pp | 378.56%-329.2pp |
| Employer contribution / active EE | $820 | $446+83.7% | $1,084-24.3% | $2,148-61.8% |
| Participant deferral / active EE | $1,355 | $954+42.0% | $1,963-31.0% | $3,539-61.7% |
| Admin fee / account holder | $136 | $108+26.7% | $3,334-95.9% | $142-4.2% |