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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 61-1758632 | Advisory (Participants) | $14,199 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,722 | $80,781-68.2% | $102,437-74.9% | $74,478-65.5% |
| Participation rate | 54.9% | 65.7%-10.8pp | 74.5%-19.6pp | 67.2%-12.3pp |
| Annual return | 6.22% | 27.58%-21.4pp | 24.95%-18.7pp | 1370.56%-1364.3pp |
| Employer contribution / active EE | $879 | $3,160-72.2% | $3,871-77.3% | $2,626-66.5% |
| Participant deferral / active EE | $1,862 | $3,862-51.8% | $5,060-63.2% | $4,350-57.2% |
| Admin fee / account holder | $344 | $2,372-85.5% | $8,388-95.9% | $1,946-82.3% |