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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS LLC Service code 64 · EIN 43-1829594 6 CITYPLACE DRIVE · SAINT LOUIS, MO 63141 | Recordkeeping Fees | $88,862 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $754 |
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 | $2,784 | $37,213-92.5% | $156,551-98.2% | $63,975-95.6% |
| Participation rate | 34.0% | 65.0%-31.0pp | 84.0%-50.0pp | 71.1%-37.1pp |
| Annual return | 9.18% | 47.89%-38.7pp | 32.23%-23.1pp | 48.65%-39.5pp |
| Employer contribution / active EE | $160 | $1,357-88.2% | $5,501-97.1% | $2,182-92.7% |
| Participant deferral / active EE | $386 | $2,070-81.3% | $4,871-92.1% | $3,356-88.5% |
| Admin fee / account holder | $49 | $56-13.5% | $13,028-99.6% | $70-30.8% |