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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 26 · EIN 36-4291971 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Participants) | $30,235 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,944 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,737 | $50,919-69.1% | $155,556-89.9% | $77,762-79.8% |
| Participation rate | 65.8% | 63.1%+2.7pp | 78.2%-12.4pp | 70.6%-4.8pp |
| Annual return | 18.04% | 34.84%-16.8pp | 64.84%-46.8pp | 31.27%-13.2pp |
| Employer contribution / active EE | $1,899 | $1,991-4.7% | $4,675-59.4% | $2,728-30.4% |
| Participant deferral / active EE | $5,244 | $2,824+85.6% | $5,631-6.9% | $4,651+12.7% |
| Admin fee / account holder | $153 | $437-64.9% | $15,885-99.0% | $433-64.6% |