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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,010 | $36,002-38.9% | $161,489-86.4% | $64,728-66.0% |
| Participation rate | 32.8% | 57.4%-24.6pp | 78.7%-45.9pp | 57.9%-25.1pp |
| Annual return | 19.91% | 33.93%-14.0pp | 89.72%-69.8pp | 49.38%-29.5pp |
| Employer contribution / active EE | $242 | $1,380-82.5% | $4,268-94.3% | $2,243-89.2% |
| Participant deferral / active EE | $1,911 | $1,815+5.3% | $5,630-66.1% | $2,729-30.0% |
| Admin fee / account holder | $204 | $931-78.1% | $16,006-98.7% | $1,145-82.2% |