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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $53,952 |
Filed as: B. RILEY WEALTH ADVISORS, INC. Service code 26 · EIN 91-1648671 40 S. MAIN STREET · MEMPHIS, TN 38103 | Advisory (Participants) | $33,675 |
Service code 26 5350 POPLAR AVENUE · MEMPHIS, TN 38119 | Advisory (Participants) | $5,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $17,926 | $81,301-78.0% | $76,119-76.4% | $199,960-91.0% |
| Participation rate | 29.5% | 70.1%-40.6pp | 69.1%-39.6pp | 72.0%-42.5pp |
| Annual return | 28.07% | 16.31%+11.8pp | 361.25%-333.2pp | 34.28%-6.2pp |
| Employer contribution / active EE | $847 | $3,352-74.7% | $2,693-68.5% | $3,036-72.1% |
| Participant deferral / active EE | $1,144 | $4,721-75.8% | $4,259-73.1% | $5,087-77.5% |
| Admin fee / account holder | $101 | $145-30.2% | $6,421-98.4% | $269-62.4% |