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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWOOD WEALTH MANAGEMENT Service code 26 · EIN 35-2242519 | Advisory (Participants) | $4,511 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $270 |
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.
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).
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 | $21,108 | $58,895-64.2% | $178,503-88.2% | $73,497-71.3% |
| Participation rate | 29.1% | 66.2%-37.1pp | 81.9%-52.8pp | 70.7%-41.6pp |
| Annual return | 1.41% | 24.86%-23.5pp | 151.12%-149.7pp | 28.51%-27.1pp |
| Employer contribution / active EE | $373 | $2,236-83.3% | $5,011-92.5% | $2,270-83.5% |
| Participant deferral / active EE | $547 | $2,567-78.7% | $5,202-89.5% | $3,740-85.4% |
| Admin fee / account holder | $202 | $400-49.6% | $13,987-98.6% | $513-60.7% |