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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,661 | $127,065-68.0% | $113,168-64.1% | $142,382-71.4% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 14.27% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $287 | $15,736-98.2% | $12,068-97.6% | $12,624-97.7% |