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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.1+ years Service code 13 | Contract Administrator | $12,000 |
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN DESIGN CONSULTANTS, INC Service code 13 | Contract Administrator | $100 |
Filed as: ADVISED ASSET GROUP Service code 28 | Investment Management | $88 |
Service code 64 | Recordkeeping Fees | $25 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,784 | $88,324-69.7% | $115,038-76.7% | $55,191-51.5% |
| Participation rate | 54.3% | 72.5%-18.3pp | 81.4%-27.1pp | 69.2%-14.9pp |
| Annual return | 9.79% | 6.30%+3.5pp | 26.14%-16.4pp | 10.78%-1.0pp |
| Employer contribution / active EE | $462 | $2,805-83.5% | $4,608-90.0% | $1,899-75.6% |
| Participant deferral / active EE | $2,805 | $5,042-44.4% | $6,026-53.4% | $3,046-7.9% |
| Admin fee / account holder | $43 | $105-59.5% | $8,175-99.5% | $91-52.9% |