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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $47,360 |
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSURED PARTNERS INVESTMENT ADVISOR Service code 27 WEST CYPRESS ST. SUITE 405 · TAMPA, FL 33607 | Advisory (Plan) | $29,497 |
Service code 13 7734 EXCELSIOR ROAD, SUITE 102 · BAXTER, MN 56425 | Contract Administrator | $7,374 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,661 | $124,425-67.3% | $112,040-63.7% | $137,256-70.4% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 14.27% | 24.72%-10.4pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $287 | $15,207-98.1% | $12,098-97.6% | $12,270-97.7% |