Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KRILOGY FINANCIAL LLC2 years Service code 26 600 EMERSON ROAD · ST. LOUIS, MO 63141 | Advisory (Participants) | $25,775 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,159 | $56,918+9.2% | $182,540-65.9% | $65,185-4.6% |
| Participation rate | 66.3% | 66.5%-0.2pp | 78.0%-11.7pp | 70.2%-3.9pp |
| Annual return | 21.43% | 27.67%-6.2pp | 148.58%-127.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $359 | $1,615-77.8% | $4,076-91.2% | $2,177-83.5% |
| Participant deferral / active EE | $2,955 | $3,526-16.2% | $5,525-46.5% | $3,514-15.9% |
| Admin fee / account holder | $389 | $531-26.8% | $8,593-95.5% | $847-54.1% |