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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $27,588 |
MONETA GROUP LLC2+ years Filed as: MONETA GROUP, LLC Service code 27 · EIN 20-1903821 | Advisory (Plan) | $11,949 |
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 | $30,455 | $73,638-58.6% | $95,960-68.3% | $73,493-58.6% |
| Participation rate | 66.5% | 76.2%-9.6pp | 77.1%-10.6pp | 70.7%-4.2pp |
| Annual return | 20.11% | 16.78%+3.3pp | 91.63%-71.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $1,564 | $1,863-16.1% | $2,541-38.5% | $2,270-31.1% |
| Participant deferral / active EE | $2,605 | $3,617-28.0% | $4,167-37.5% | $3,740-30.3% |
| Admin fee / account holder | $223 | $482-53.7% | $6,797-96.7% | $513-56.5% |