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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,188 |
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 | Advisory (Participants) | $5,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,134 | $53,583-86.7% | $114,563-93.8% | $64,340-88.9% |
| Participation rate | 42.2% | 47.4%-5.2pp | 72.9%-30.7pp | 55.2%-13.1pp |
| Annual return | 8.51% | 24.51%-16.0pp | 241.09%-232.6pp | 24.14%-15.6pp |
| Employer contribution / active EE | $351 | $1,087-67.7% | $2,592-86.5% | $1,862-81.2% |
| Participant deferral / active EE | $1,245 | $2,134-41.7% | $4,142-69.9% | $2,980-58.2% |
| Admin fee / account holder | $46 | $3,206-98.6% | $7,623-99.4% | $3,703-98.8% |