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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $26,103 |
ASCENSUS LLC4 years Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE STE 402 · GOODLETTSVILLE, TN 37072 | Contract Administrator | $1,200 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,151 | $62,928-79.1% | $172,753-92.4% | $67,582-80.5% |
| Participation rate | 41.6% | 64.5%-22.9pp | 82.6%-41.0pp | 71.3%-29.7pp |
| Annual return | 17.92% | 30.36%-12.4pp | 803.00%-785.1pp | 378.57%-360.7pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,194 | $2,145-44.3% | $5,198-77.0% | $3,539-66.3% |
| Admin fee / account holder | $218 | $167+31.1% | $13,956-98.4% | $142+53.5% |