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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6400 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator; Claims proces... | $7,300 |
Filed as: JOHN HANCOCK LIFE INSURANCE COMAPNY Service code 15 · EIN 01-0233346 | Recordkeeping | $1,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,322 | $60,396-71.3% | $83,831-79.3% | $75,289-77.0% |
| Participation rate | 43.6% | 80.7%-37.1pp | 76.1%-32.5pp | 72.4%-28.8pp |
| Annual return | -2.98% | 3.84%-6.8pp | 850.99%-854.0pp | -0.04%-2.9pp |
| Employer contribution / active EE | $1,381 | $3,343-58.7% | $3,631-62.0% | $2,405-42.6% |
| Participant deferral / active EE | $2,197 | $2,922-24.8% | $4,082-46.2% | $3,739-41.2% |
| Admin fee / account holder | $11 | $141-92.2% | $5,479-99.8% | $102-89.2% |