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| Provider | Service type | Compensation |
|---|---|---|
WIREGRASS ASSET MANAGEMENT6 years Service code 26 · EIN 81-3486133 | Advisory (Participants) | $12,847 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,779 | $54,193-0.8% | $93,606-42.5% | $77,643-30.7% |
| Participation rate | 22.2% | 63.9%-41.7pp | 68.7%-46.5pp | 70.6%-48.3pp |
| Annual return | 14.28% | 30.54%-16.3pp | 133.20%-118.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $906 | $3,144-71.2% | $4,411-79.5% | $4,647-80.5% |
| Admin fee / account holder | $280 | $576-51.4% | $8,285-96.6% | $430-35.0% |