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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP4 years Service code 15 · EIN 94-6214841 | Recordkeeping | $11,600 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $10,227 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,080 | $110,699-66.5% | $177,848-79.2% | $90,274-58.9% |
| Participation rate | 42.4% | 88.3%-45.9pp | 87.7%-45.3pp | 73.4%-30.9pp |
| Annual return | 27.94% | 22.79%+5.2pp | 48.33%-20.4pp | 53.97%-26.0pp |
| Employer contribution / active EE | $0 | $4,118-100.0% | $5,919-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $4,007 | $6,731-40.5% | $7,714-48.1% | $4,231-5.3% |
| Admin fee / account holder | $157 | $90+74.1% | $12,431-98.7% | $114+37.4% |