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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST ALLIED ADVISORY SVCS Service code 26 · EIN 20-4187012 | Advisory (Participants) | $30,602 |
Service code 38 · EIN 35-0145825 | Participant Communication | $13,528 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,517 | $58,895+109.7% | $178,503-30.8% | $73,497+68.1% |
| Participation rate | 36.8% | 66.2%-29.4pp | 81.9%-45.1pp | 70.7%-33.9pp |
| Annual return | 20.81% | 24.86%-4.1pp | 151.12%-130.3pp | 28.51%-7.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $750 | $2,567-70.8% | $5,202-85.6% | $3,740-79.9% |
| Admin fee / account holder | $101 | $400-74.7% | $13,987-99.3% | $513-80.3% |