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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR3 years Service code 26 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Advisory (Participants) | $14,049 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $11,472 |
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 | $17,060 | $50,860-66.5% | $155,574-89.0% | $77,714-78.0% |
| Participation rate | 36.4% | 63.1%-26.8pp | 78.2%-41.8pp | 70.6%-34.2pp |
| Annual return | 17.38% | 34.86%-17.5pp | 64.87%-47.5pp | 31.26%-13.9pp |
| Employer contribution / active EE | $221 | $1,991-88.9% | $4,676-95.3% | $2,727-91.9% |
| Participant deferral / active EE | $1,647 | $2,825-41.7% | $5,629-70.7% | $4,649-64.6% |
| Admin fee / account holder | $167 | $436-61.8% | $15,914-99.0% | $433-61.5% |