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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP2 years Service code 15 · EIN 94-6214841 | Recordkeeping | $20,920 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $10,387 |
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.
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 | $24,692 | $82,546-70.1% | $140,019-82.4% | $75,289-67.2% |
| Participation rate | 34.2% | 88.4%-54.2pp | 87.5%-53.3pp | 72.4%-38.3pp |
| Annual return | -2.77% | -0.36%-2.4pp | 651.17%-653.9pp | -0.04%-2.7pp |
| Employer contribution / active EE | $0 | $3,856-100.0% | $5,605-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,463 | $5,731-57.0% | $6,927-64.4% | $3,739-34.1% |
| Admin fee / account holder | $195 | $86+127.0% | $10,705-98.2% | $102+90.3% |