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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 · EIN 77-0443464 1165 SCENIC DRIVE, BLDG. B-1 · MODESTO, CA 95350 | Contract Administrator | $900 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,898 | $50,385+1.0% | $75,501-32.6% | $62,293-18.3% |
| Participation rate | 29.7% | 67.7%-38.0pp | 72.4%-42.7pp | 69.5%-39.9pp |
| Annual return | 16.41% | 19.90%-3.5pp | 27.35%-10.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $590 | $1,537-61.6% | $2,352-74.9% | $2,042-71.1% |
| Participant deferral / active EE | $1,255 | $2,445-48.7% | $3,142-60.1% | $3,169-60.4% |
| Admin fee / account holder | $324 | $384-15.7% | $5,801-94.4% | $479-32.5% |