Filed May 15, 2023
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $8,916 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,104 | $62,723-45.6% | $142,874-76.1% | $86,813-60.7% |
| Participation rate | 62.9% | 62.6%+0.3pp | 72.0%-9.1pp | 72.3%-9.4pp |
| Annual return | 9.56% | 17.62%-8.1pp | 5638.58%-5629.0pp | 97.93%-88.4pp |
| Employer contribution / active EE | $1,032 | $1,627-36.6% | $4,145-75.1% | $2,406-57.1% |
| Participant deferral / active EE | $2,716 | $3,039-10.6% | $3,838-29.2% | $4,131-34.3% |
| Admin fee / account holder | $208 | $140+49.1% | $6,561-96.8% | $170+22.7% |