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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 | $81,369 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $10,134 |
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).
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 | $3,536 | $44,989-92.1% | $170,435-97.9% | $77,958-95.5% |
| Participation rate | 28.2% | 64.6%-36.4pp | 83.6%-55.4pp | 71.6%-43.4pp |
| Annual return | 15.81% | 19.61%-3.8pp | 205.94%-190.1pp | 20.87%-5.1pp |
| Employer contribution / active EE | $248 | $1,466-83.1% | $5,432-95.4% | $2,310-89.3% |
| Participant deferral / active EE | $480 | $2,208-78.3% | $4,939-90.3% | $3,537-86.4% |
| Admin fee / account holder | $57 | $69-17.0% | $13,881-99.6% | $97-41.2% |