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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 26 · EIN 36-3429599 | Advisory (Participants) | $19,341 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $643 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,123 | $73,102-10.9% | $123,552-47.3% | $56,287+15.7% |
| Participation rate | 46.0% | 74.3%-28.3pp | 82.3%-36.3pp | 69.9%-23.9pp |
| Annual return | -2.26% | 3.01%-5.3pp | 119.20%-121.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,635 | $5,423-51.4% | $6,426-59.0% | $3,350-21.3% |
| Admin fee / account holder | $122 | $554-77.9% | $9,285-98.7% | $521-76.5% |