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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP7 years Service code 15 · EIN 94-6214841 | Recordkeeping | $40,725 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $24,522 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,704 | $112,686-53.2% | $169,993-69.0% | $80,160-34.3% |
| Participation rate | 50.4% | 87.4%-37.0pp | 87.0%-36.6pp | 72.9%-22.5pp |
| Annual return | 19.45% | 67.04%-47.6pp | 53.37%-33.9pp | 40.38%-20.9pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $6,785-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,548 | $7,876-42.3% | $10,408-56.3% | $5,017-9.4% |
| Admin fee / account holder | $270 | $99+172.5% | $12,815-97.9% | $145+86.3% |