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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $10,188 |
Service code 52 | Indirect Investment Fees | $6,819 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $600 |
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,983 | $88,122-47.8% | $141,191-67.4% | $67,579-32.0% |
| Participation rate | 75.7% | 76.5%-0.7pp | 82.5%-6.7pp | 71.3%+4.5pp |
| Annual return | 251.43% | 75.40%+176.0pp | 71.41%+180.0pp | 378.56%-127.1pp |
| Employer contribution / active EE | $1,151 | $3,224-64.3% | $4,736-75.7% | $2,148-46.4% |
| Participant deferral / active EE | $2,128 | $5,958-64.3% | $6,710-68.3% | $3,539-39.9% |
| Admin fee / account holder | $20 | $131-84.7% | $10,264-99.8% | $142-85.9% |