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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $35,201 |
HARDY REED LLC2+ years Filed as: HARDY REED, LLC Service code 26 · EIN 20-5400340 | Advisory (Participants) | $27,394 |
BENEFITS ADMINISTRATORS, LLC2+ years Service code 13 · EIN 61-1291181 | Contract Administrator | $18,092 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,668 | $89,093-64.5% | $102,434-69.1% | $77,736-59.3% |
| Participation rate | 29.7% | 80.9%-51.3pp | 76.5%-46.9pp | 70.6%-40.9pp |
| Annual return | 12.41% | 25.03%-12.6pp | 29.46%-17.0pp | 31.26%-18.8pp |
| Employer contribution / active EE | $405 | $2,699-85.0% | $3,023-86.6% | $2,728-85.2% |
| Participant deferral / active EE | $1,048 | $5,147-79.6% | $5,055-79.3% | $4,651-77.5% |
| Admin fee / account holder | $174 | $236-26.3% | $9,462-98.2% | $433-59.9% |