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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $384 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 15 · EIN 20-0937408 | Recordkeeping | $13 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $11,827 | $71,192-83.4% | $117,861-90.0% | $62,293-81.0% |
| Participation rate | 26.1% | 74.2%-48.1pp | 79.7%-53.5pp | 69.5%-43.4pp |
| Annual return | 14.48% | 18.66%-4.2pp | 335.11%-320.6pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $780 | $3,189-75.5% | $4,482-82.6% | $3,169-75.4% |
| Admin fee / account holder | $136 | $587-76.8% | $8,021-98.3% | $479-71.6% |