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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR4 years Service code 26 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Advisory (Participants) | $19,418 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $17,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,010 | $50,982-56.8% | $154,803-85.8% | $85,563-74.3% |
| Participation rate | 32.8% | 59.8%-26.9pp | 78.1%-45.2pp | 66.0%-33.1pp |
| Annual return | 19.91% | 30.35%-10.4pp | 58.88%-39.0pp | 31.51%-11.6pp |
| Employer contribution / active EE | $242 | $1,708-85.8% | $4,305-94.4% | $2,654-90.9% |
| Participant deferral / active EE | $1,911 | $2,474-22.8% | $5,540-65.5% | $4,375-56.3% |
| Admin fee / account holder | $204 | $846-75.9% | $14,329-98.6% | $834-75.6% |