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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $196,856 |
Filed as: HAUSER RETIREMENT SOLUTIONS Service code 27 · EIN 47-1534832 | Advisory (Plan) | $26,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,880 | $114,842-87.9% | $159,487-91.3% | $101,555-86.3% |
| Participation rate | 49.7% | 71.6%-21.9pp | 82.8%-33.1pp | 74.5%-24.8pp |
| Annual return | 48.61% | 22.90%+25.7pp | 263.71%-215.1pp | 21.00%+27.6pp |
| Employer contribution / active EE | $661 | $3,203-79.4% | $4,831-86.3% | $2,972-77.8% |
| Participant deferral / active EE | $1,626 | $6,336-74.3% | $7,354-77.9% | $4,874-66.6% |
| Admin fee / account holder | $59 | $80-27.2% | $10,804-99.5% | $139-58.1% |