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| Provider | Service type | Compensation |
|---|---|---|
IRONWOOD CAPITAL MANAGEMENT2 years Filed as: IRONWOOD WEALTH MANAGEMENT Service code 26 · EIN 35-2242519 | Advisory (Participants) | $5,804 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $266 |
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.
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 | $29,460 | $61,172-51.8% | $185,851-84.1% | $79,389-62.9% |
| Participation rate | 36.4% | 66.6%-30.2pp | 81.7%-45.3pp | 70.7%-34.3pp |
| Annual return | 28.62% | 19.45%+9.2pp | 122.11%-93.5pp | 116.89%-88.3pp |
| Employer contribution / active EE | $421 | $2,321-81.9% | $5,168-91.9% | $2,428-82.7% |
| Participant deferral / active EE | $631 | $2,788-77.4% | $5,569-88.7% | $4,046-84.4% |
| Admin fee / account holder | $257 | $710-63.7% | $16,245-98.4% | $626-58.9% |