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| Provider | Service type | Compensation |
|---|---|---|
TRAVIS WOLFF, LLP1 year Filed as: TRAVIS WOLFF LLP Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $9,135 |
Filed as: JOHN HANOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,340 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,263 | $80,354-73.5% | $133,975-84.1% | $63,975-66.8% |
| Participation rate | 36.5% | 87.5%-51.0pp | 87.1%-50.5pp | 71.1%-34.6pp |
| Annual return | 42.86% | 13.11%+29.7pp | 29.29%+13.6pp | 48.65%-5.8pp |
| Employer contribution / active EE | $0 | $3,503-100.0% | $5,211-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,862 | $5,239-45.4% | $6,282-54.4% | $3,356-14.7% |
| Admin fee / account holder | $138 | $69+98.7% | $9,324-98.5% | $70+95.5% |