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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 690 CAMTON ST · WESTWOOD, MA 02090 | Recordkeeping | $224,086 |
MEKETA INVESTMENT GROUP10+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $95,000 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $46,837 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $13,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $241,850-100.0% | $102,412-100.0% | $199,960-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 74.5%-74.5pp | 72.0%-72.0pp |
| Annual return | 12.37% | 17.67%-5.3pp | 24.94%-12.6pp | 34.28%-21.9pp |
| Employer contribution / active EE | $598 | $4,253-85.9% | $3,870-84.5% | $3,036-80.3% |
| Participant deferral / active EE | $2,314 | $3,961-41.6% | $5,060-54.3% | $5,087-54.5% |
| Admin fee / account holder | $0 | $288-100.0% | $8,388-100.0% | $269-100.0% |