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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP3 years Service code 15 · EIN 94-6214841 | Recordkeeping | $17,675 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $11,413 |
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).
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 | $33,595 | $95,776-64.9% | $162,177-79.3% | $77,775-56.8% |
| Participation rate | 38.8% | 88.6%-49.9pp | 87.6%-48.8pp | 73.2%-34.4pp |
| Annual return | 30.87% | 37.03%-6.2pp | 115.60%-84.7pp | 32.58%-1.7pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $5,613-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,988 | $6,125-51.2% | $7,297-59.1% | $3,966-24.7% |
| Admin fee / account holder | $189 | $88+115.1% | $10,843-98.3% | $100+88.4% |