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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $6,932 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $4,235 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,459 | $55,437-77.5% | $155,534-92.0% | $74,459-83.3% |
| Participation rate | 74.5% | 61.9%+12.6pp | 78.2%-3.7pp | 67.2%+7.3pp |
| Annual return | 21.49% | 269.58%-248.1pp | 64.92%-43.4pp | 1369.70%-1348.2pp |
| Employer contribution / active EE | $1,396 | $2,266-38.4% | $4,675-70.1% | $2,626-46.8% |
| Participant deferral / active EE | $2,298 | $2,837-19.0% | $5,630-59.2% | $4,350-47.2% |
| Admin fee / account holder | $43 | $1,742-97.5% | $15,900-99.7% | $1,945-97.8% |