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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $15,542 |
Filed as: COMPERIO RETIREMENT CONSULT Service code 26 · EIN 20-4798483 | Advisory (Participants) | $6,750 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,602 | $40,278-71.2% | $80,627-85.6% | $80,157-85.5% |
| Participation rate | 3.4% | 47.5%-44.1pp | 67.0%-63.6pp | 72.9%-69.5pp |
| Annual return | 36.33% | 50.86%-14.5pp | 936.76%-900.4pp | 40.39%-4.1pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,723-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $63 | $2,696-97.7% | $4,443-98.6% | $5,015-98.8% |
| Admin fee / account holder | $117 | $210-44.5% | $5,381-97.8% | $145-19.5% |