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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 | Recordkeeping | $9,800 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $286 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,572 | $155,795-84.2% | $136,298-82.0% | $69,631-64.7% |
| Participation rate | 68.5% | 75.2%-6.8pp | 81.9%-13.4pp | 70.7%-2.2pp |
| Annual return | 23.69% | 232464.33%-232440.6pp | 5156.27%-5132.6pp | 27571.02%-27547.3pp |
| Employer contribution / active EE | $508 | $2,991-83.0% | $4,696-89.2% | $2,032-75.0% |
| Participant deferral / active EE | $3,240 | $5,394-39.9% | $6,247-48.1% | $3,224+0.5% |
| Admin fee / account holder | $115 | $128-10.3% | $9,244-98.8% | $110+4.1% |