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| Provider | Service type | Compensation |
|---|---|---|
ARGENT INSTITUTIONAL SERVICES5+ years Service code 26 · EIN 27-2388726 | Advisory (Participants) | $21,349 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $3,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,658 | $67,512-90.1% | $185,837-96.4% | $93,010-92.8% |
| Participation rate | 51.6% | 67.1%-15.5pp | 81.7%-30.1pp | 73.9%-22.3pp |
| Annual return | 22.20% | 21.04%+1.2pp | 122.08%-99.9pp | 158.70%-136.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,168-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $1,198 | $3,035-60.5% | $5,568-78.5% | $4,561-73.7% |
| Admin fee / account holder | $59 | $318-81.6% | $16,241-99.6% | $152-61.4% |