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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION STUDIO Service code 99 · EIN 54-2154380 | Other Fees | $6,400 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,520 | $32,913-83.2% | $80,004-93.1% | $59,188-90.7% |
| Participation rate | 85.8% | 56.9%+28.9pp | 73.0%+12.8pp | 69.4%+16.4pp |
| Annual return | -4.43% | 1.16%-5.6pp | 7.63%-12.1pp | 5.51%-9.9pp |
| Employer contribution / active EE | $236 | $789-70.1% | $2,473-90.5% | $2,098-88.8% |
| Participant deferral / active EE | $1,150 | $1,686-31.8% | $3,204-64.1% | $3,265-64.8% |
| Admin fee / account holder | $4 | $40-90.2% | $5,033-99.9% | $92-95.8% |