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| Provider | Service type | Compensation |
|---|---|---|
HOLTHOUSE CARLIN & VAN TRIGT LLP1+ years Service code 10 · EIN 95-4345526 | Accounting | $5,300 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,299 | $81,258-39.3% | $105,218-53.1% | $59,633-17.3% |
| Participation rate | 69.2% | 75.4%-6.2pp | 77.2%-8.0pp | 68.7%+0.6pp |
| Annual return | 2.82% | 1.96%+0.9pp | 5.33%-2.5pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $5,283 | $2,562+106.3% | $3,255+62.3% | $2,203+139.9% |
| Participant deferral / active EE | $13,371 | $3,881+244.5% | $4,867+174.8% | $3,192+318.9% |
| Admin fee / account holder | $89 | $5,841-98.5% | $6,992-98.7% | $4,297-97.9% |