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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $21,269 |
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE STE 402 · GOODLETTSVILLE, TN 37072 | Contract Administrator | $1,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,534 | $46,173-81.5% | $170,435-95.0% | $69,631-87.7% |
| Participation rate | 42.9% | 63.9%-21.0pp | 83.6%-40.7pp | 70.7%-27.8pp |
| Annual return | 19.77% | 21.62%-1.9pp | 205.94%-186.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,061 | $2,080-49.0% | $4,939-78.5% | $3,224-67.1% |
| Admin fee / account holder | $167 | $116+44.0% | $13,881-98.8% | $110+51.2% |