Filed October 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROEHL & YI INVESTMENT ADVISORS Service code 26 · EIN 93-1249395 | Advisory (Participants) | $10,676 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,127 | $109,359-73.4% | $162,171-82.0% | $72,983-60.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.18% | 25.46%-6.3pp | 115.60%-96.4pp | 81.01%-61.8pp |
| Employer contribution / active EE | $3,047 | $3,907-22.0% | $5,613-45.7% | $2,440+24.9% |
| Participant deferral / active EE | $3,897 | $5,481-28.9% | $7,297-46.6% | $3,608+8.0% |
| Admin fee / account holder | $190 | $7,972-97.6% | $10,843-98.2% | $5,124-96.3% |