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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) | $10,924 |
Service code 62 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Float revenue | $3,534 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,075 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,865 | $46,332-74.4% | $143,799-91.7% | $64,819-81.7% |
| Participation rate | 58.0% | 64.2%-6.2pp | 80.3%-22.3pp | 71.5%-13.4pp |
| Annual return | -9.57% | -10.05%+0.5pp | -0.04%-9.5pp | 32.84%-42.4pp |
| Employer contribution / active EE | $760 | $1,911-60.2% | $4,952-84.7% | $2,507-69.7% |
| Participant deferral / active EE | $2,614 | $2,647-1.3% | $5,638-53.6% | $4,311-39.4% |
| Admin fee / account holder | $150 | $154-2.5% | $14,677-99.0% | $188-20.2% |