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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $29,427 |
EQUITABLE ADVISORS LLC3+ years Filed as: EQUITABLE ADVISORS, LLC Service code 27 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Plan) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,730 | $84,499-56.5% | $125,391-70.7% | $66,949-45.1% |
| Participation rate | 62.1% | 76.4%-14.3pp | 82.4%-20.3pp | 69.8%-7.7pp |
| Annual return | -15.50% | -8.49%-7.0pp | 572.41%-587.9pp | 1.57%-17.1pp |
| Employer contribution / active EE | $828 | $3,554-76.7% | $4,816-82.8% | $2,545-67.5% |
| Participant deferral / active EE | $8,057 | $6,785+18.8% | $7,448+8.2% | $4,239+90.1% |
| Admin fee / account holder | $225 | $685-67.2% | $10,009-97.8% | $594-62.2% |