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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIVE INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $3,427 |
Service code 15 · EIN 71-0816002 | Recordkeeping | $150 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $48 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0936231 805 S. WHEATLEY ST · RIDGELAND, MS 391575005 | Recordkeeping | $0 |
EDWARD JONES1 year Service code 22 · EIN 43-0345811 | Insurance Broker | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,240 | $46,297-52.0% | $71,671-69.0% | $62,293-64.3% |
| Participation rate | 19.1% | 60.6%-41.5pp | 68.7%-49.6pp | 69.5%-50.4pp |
| Annual return | 15.69% | 22.32%-6.6pp | 20.65%-5.0pp | 28.90%-13.2pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $259 | $2,235-88.4% | $3,438-92.5% | $3,169-91.8% |
| Admin fee / account holder | $198 | $461-57.1% | $5,558-96.4% | $479-58.8% |