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| Provider | Service type | Compensation |
|---|---|---|
FUOCO GROUP, LLC1+ years Filed as: FUOCO GROUP Service code 10 · EIN 20-0268717 | Accounting | $15,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 13-3646501 | Recordkeeping | $348 |
Annual investment return 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 | $16,889 | $45,283-62.7% | $155,789-89.2% | $52,331-67.7% |
| Participation rate | 75.0% | 62.2%+12.8pp | 76.1%-1.1pp | 68.1%+6.9pp |
| Annual return | -3.01% | 1.80%-4.8pp | 71.54%-74.5pp | 4.54%-7.6pp |
| Employer contribution / active EE | $728 | $1,329-45.2% | $3,839-81.0% | $1,882-61.3% |
| Participant deferral / active EE | $4,164 | $2,854+45.9% | $4,798-13.2% | $3,022+37.8% |
| Admin fee / account holder | $113 | $981-88.5% | $7,477-98.5% | $592-80.9% |