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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $40,977 |
MONETA GROUP LLC4+ years Filed as: MONETA GROUP, LLC Service code 27 · EIN 20-1903821 | Advisory (Plan) | $21,715 |
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 | $25,613 | $72,303-64.6% | $86,691-70.5% | $64,814-60.5% |
| Participation rate | 82.3% | 80.4%+1.9pp | 76.6%+5.7pp | 71.5%+10.8pp |
| Annual return | 40.72% | 392.77%-352.0pp | 35.94%+4.8pp | 32.84%+7.9pp |
| Employer contribution / active EE | $2,178 | $2,393-9.0% | $2,837-23.2% | $2,507-13.1% |
| Participant deferral / active EE | $4,276 | $4,660-8.2% | $4,656-8.2% | $4,310-0.8% |
| Admin fee / account holder | $200 | $174+14.8% | $7,492-97.3% | $188+6.3% |