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| Provider | Service type | Compensation |
|---|---|---|
IRONWOOD CAPITAL MANAGEMENT3 years Filed as: IRONWOOD WEALTH MANAGEMENT Service code 26 · EIN 35-2242519 | Advisory (Participants) | $16,216 |
Filed as: JOHN HANCOCK LIFE INS Service code 15 · EIN 35-2242519 | Recordkeeping | $280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,777 | $58,879-13.8% | $178,490-71.6% | $73,488-30.9% |
| Participation rate | 60.7% | 66.2%-5.5pp | 81.9%-21.2pp | 70.7%-10.0pp |
| Annual return | 25.50% | 24.86%+0.6pp | 151.07%-125.6pp | 28.51%-3.0pp |
| Employer contribution / active EE | $1,520 | $2,236-32.0% | $5,011-69.7% | $2,270-33.0% |
| Participant deferral / active EE | $2,487 | $2,567-3.1% | $5,202-52.2% | $3,740-33.5% |
| Admin fee / account holder | $257 | $400-35.7% | $13,984-98.2% | $513-49.8% |