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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS LLC Service code 64 · EIN 43-1829594 | Recordkeeping Fees | $57,056 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,299 |
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 | $4,412 | $56,095-92.1% | $178,503-97.5% | $90,274-95.1% |
| Participation rate | 25.7% | 65.6%-39.8pp | 81.9%-56.2pp | 73.4%-47.6pp |
| Annual return | 13.97% | 28.81%-14.8pp | 151.12%-137.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $181 | $1,572-88.5% | $5,011-96.4% | $2,523-92.8% |
| Participant deferral / active EE | $453 | $2,669-83.0% | $5,202-91.3% | $4,231-89.3% |
| Admin fee / account holder | $44 | $101-56.2% | $13,987-99.7% | $114-61.3% |