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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $180,359 |
MONETA GROUP LLC2+ years Filed as: MONETA GROUP Service code 27 100 S BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $87,890 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,719 | $241,850-48.8% | $102,437+20.8% | $200,096-38.2% |
| Participation rate | 67.3% | 78.3%-11.0pp | 74.5%-7.2pp | 72.0%-4.7pp |
| Annual return | 16.14% | 17.67%-1.5pp | 24.95%-8.8pp | 34.26%-18.1pp |
| Employer contribution / active EE | $342 | $4,253-92.0% | $3,871-91.2% | $3,038-88.7% |
| Participant deferral / active EE | $8,326 | $3,961+110.2% | $5,060+64.5% | $5,090+63.6% |
| Admin fee / account holder | $169 | $288-41.3% | $8,388-98.0% | $269-37.2% |