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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02166 | Recordkeeping | $58,974 |
MONETA GROUP LLC6+ years Filed as: MONETA GROUP, LLC Service code 27 · EIN 20-1903821 100 S BRENTWOOD BLVD · ST LOUIS, MO 63105 | Advisory (Plan) | $27,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,223 | $89,093-57.1% | $102,434-62.7% | $77,736-50.8% |
| Participation rate | 62.2% | 80.9%-18.7pp | 76.5%-14.3pp | 70.6%-8.4pp |
| Annual return | 31.62% | 25.03%+6.6pp | 29.46%+2.2pp | 31.26%+0.4pp |
| Employer contribution / active EE | $1,975 | $2,699-26.8% | $3,023-34.7% | $2,728-27.6% |
| Participant deferral / active EE | $3,124 | $5,147-39.3% | $5,055-38.2% | $4,651-32.8% |
| Admin fee / account holder | $232 | $236-1.6% | $9,462-97.5% | $433-46.4% |