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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,171 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 18008 SKY PARK CIRCLE · IRVINE, CA 92614 | Contract Administrator | $750 |
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 26 · EIN 39-2018056 720 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,100 | $93,598-73.2% | $135,974-81.5% | $75,173-66.6% |
| Participation rate | 58.3% | 75.2%-16.9pp | 81.9%-23.6pp | 67.2%-8.9pp |
| Annual return | 20.22% | 30.89%-10.7pp | 68.30%-48.1pp | 160.72%-140.5pp |
| Employer contribution / active EE | $3,610 | $3,538+2.0% | $4,859-25.7% | $2,671+35.2% |
| Participant deferral / active EE | $5,541 | $6,405-13.5% | $7,760-28.6% | $4,126+34.3% |
| Admin fee / account holder | $286 | $6,978-95.9% | $10,767-97.3% | $5,651-94.9% |