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| Provider | Service type | Compensation |
|---|---|---|
TLG ADVISORS, INC.3 years Filed as: TLG ADVISORS Service code 26 · EIN 84-1418169 26 W DRY CREEK CIRCLE · LITTLETON, CO 80120 | Advisory (Participants) | $82,573 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 80120 | Recordkeeping | $10,945 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,390 | $76,172-74.5% | $81,353-76.2% | $199,960-90.3% |
| Participation rate | 57.4% | 76.2%-18.8pp | 69.5%-12.2pp | 72.0%-14.6pp |
| Annual return | 14.12% | 15.59%-1.5pp | 24.82%-10.7pp | 34.28%-20.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $2,464-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $1,545 | $4,200-63.2% | $3,885-60.2% | $5,087-69.6% |
| Admin fee / account holder | $174 | $146+19.2% | $5,766-97.0% | $269-35.3% |