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| Provider | Service type | Compensation |
|---|---|---|
PARK AVENUE SECURITIES LLC4 years Service code 26 · EIN 13-4023176 7 HANOVER SQUARE · NEW YORK, NY 10004 | Advisory (Participants) | $7,090 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $160 |
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.
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 | $24,713 | $78,419-68.5% | $133,978-81.6% | $73,412-66.3% |
| Participation rate | 22.5% | 78.6%-56.1pp | 79.8%-57.3pp | 72.2%-49.6pp |
| Annual return | 24.30% | 33.35%-9.1pp | 45.10%-20.8pp | 59.30%-35.0pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,159 | $3,925-70.5% | $5,047-77.0% | $3,806-69.5% |
| Admin fee / account holder | $131 | $161-19.1% | $8,930-98.5% | $158-17.3% |