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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) | $20,920 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,125 |
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 | $14,495 | $47,163-69.3% | $149,696-90.3% | $74,460-80.5% |
| Participation rate | 68.4% | 63.4%+4.9pp | 78.8%-10.4pp | 70.7%-2.4pp |
| Annual return | 24.40% | 22.75%+1.6pp | 134.46%-110.1pp | 34.38%-10.0pp |
| Employer contribution / active EE | $2,565 | $1,907+34.5% | $4,821-46.8% | $2,638-2.8% |
| Participant deferral / active EE | $7,158 | $2,730+162.2% | $5,682+26.0% | $4,530+58.0% |
| Admin fee / account holder | $137 | $343-60.0% | $13,212-99.0% | $348-60.5% |