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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $267 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,063 | $31,679-1.9% | $74,719-58.4% | $65,185-52.3% |
| Participation rate | 21.6% | 40.4%-18.7pp | 54.5%-32.8pp | 70.2%-48.6pp |
| Annual return | 18.23% | 39.04%-20.8pp | 753.05%-734.8pp | 29.38%-11.2pp |
| Employer contribution / active EE | $447 | $566-21.1% | $1,084-58.8% | $2,177-79.5% |
| Participant deferral / active EE | $1,008 | $1,191-15.3% | $1,963-48.6% | $3,514-71.3% |
| Admin fee / account holder | $269 | $379-28.9% | $3,334-91.9% | $847-68.2% |