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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1 year Filed as: LLP FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $2,864 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $292 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,603 | $62,928-87.9% | $172,753-95.6% | $67,582-88.8% |
| Participation rate | 31.7% | 64.5%-32.8pp | 82.6%-51.0pp | 71.3%-39.6pp |
| Annual return | 30.07% | 30.36%-0.3pp | 803.00%-772.9pp | 378.57%-348.5pp |
| Employer contribution / active EE | $697 | $1,636-57.4% | $5,144-86.5% | $2,148-67.6% |
| Participant deferral / active EE | $1,202 | $2,145-43.9% | $5,198-76.9% | $3,539-66.0% |
| Admin fee / account holder | $29 | $167-82.8% | $13,956-99.8% | $142-79.8% |