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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS. Service code 37 · EIN 01-0233346 | Loan Processing | $68,194 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $25,192 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,803 | $74,347-66.6% | $93,614-73.5% | $67,579-63.3% |
| Participation rate | 90.5% | 80.6%+9.9pp | 75.8%+14.7pp | 71.3%+19.2pp |
| Annual return | 20.82% | 28.07%-7.3pp | 32.76%-11.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $336 | $2,583-87.0% | $2,718-87.6% | $2,148-84.4% |
| Participant deferral / active EE | $2,646 | $4,060-34.8% | $4,069-35.0% | $3,539-25.2% |
| Admin fee / account holder | $155 | $123+26.6% | $7,889-98.0% | $142+9.2% |