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| Provider | Service type | Compensation |
|---|---|---|
ARGENT INSTITUTIONAL SERVICES2+ years Service code 26 · EIN 27-2388726 | Advisory (Participants) | $9,006 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $2,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,266 | $37,196-93.9% | $154,108-98.5% | $55,725-95.9% |
| Participation rate | 60.3% | 64.1%-3.8pp | 83.0%-22.7pp | 70.9%-10.6pp |
| Annual return | -12.10% | 1319.68%-1331.8pp | 735.21%-747.3pp | 244.93%-257.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,033 | $2,068-50.0% | $5,081-79.7% | $3,356-69.2% |
| Admin fee / account holder | $49 | $102-51.6% | $13,411-99.6% | $115-57.3% |