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| Provider | Service type | Compensation |
|---|---|---|
KRILOGY FINANCIAL LLC3 years Service code 26 600 EMERSON ROAD · ST. LOUIS, MO 63141 | Advisory (Participants) | $27,719 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,886 | $62,132+9.3% | $185,823-63.5% | $73,488-7.6% |
| Participation rate | 61.0% | 67.8%-6.8pp | 78.0%-17.0pp | 70.7%-9.6pp |
| Annual return | 15.88% | 20.44%-4.6pp | 35.95%-20.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $302 | $1,681-82.0% | $4,087-92.6% | $2,270-86.7% |
| Participant deferral / active EE | $2,568 | $3,711-30.8% | $5,632-54.4% | $3,740-31.3% |
| Admin fee / account holder | $384 | $419-8.3% | $9,500-96.0% | $513-25.1% |