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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC4+ years Filed as: 401K BFSG, INC. Service code 27 · EIN 65-1212237 | Advisory (Plan) | $119,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $23,497 |
FARBER HASS HURLEY LLP1 year Service code 10 · EIN 20-4207759 | Accounting | $19,924 |
WARNICK, MAESTAS & MARONEY4+ years Service code 10 · EIN 33-0961419 | Accounting | $7,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,717 | $41,617+151.6% | $84,646+23.7% | $77,775+34.6% |
| Participation rate | 66.5% | 45.0%+21.5pp | 68.2%-1.7pp | 73.2%-6.7pp |
| Annual return | 3.69% | 24.97%-21.3pp | 258.85%-255.2pp | 32.58%-28.9pp |
| Employer contribution / active EE | $2,259 | $1,061+112.9% | $2,654-14.9% | $2,504-9.8% |
| Participant deferral / active EE | $9,089 | $2,129+327.0% | $3,901+133.0% | $3,966+129.2% |
| Admin fee / account holder | $54 | $121-55.3% | $4,915-98.9% | $100-46.0% |