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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP8 years Service code 15 · EIN 94-6214841 | Recordkeeping | $25,435 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $20,759 |
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 | $63,693 | $122,693-48.1% | $184,203-65.4% | $199,593-68.1% |
| Participation rate | 47.7% | 86.8%-39.1pp | 86.8%-39.1pp | 72.0%-24.3pp |
| Annual return | 21.65% | 143.91%-122.3pp | 28.81%-7.2pp | 34.25%-12.6pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,044 | $7,990-49.4% | $9,131-55.7% | $5,087-20.5% |
| Admin fee / account holder | $293 | $121+142.7% | $13,901-97.9% | $269+8.8% |