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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $63,305 |
CERITY PARTNERS1+ years Filed as: CERITY PARTNERS RET PLAN ADVS LLC Service code 27 · EIN 35-2467663 | Advisory (Plan) | $44,832 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $11,831 | $45,022-73.7% | $85,240-86.1% | $200,096-94.1% |
| Participation rate | 23.5% | 45.8%-22.3pp | 67.5%-44.0pp | 72.0%-48.5pp |
| Annual return | 249.64% | 21.00%+228.6pp | 66.75%+182.9pp | 34.26%+215.4pp |
| Employer contribution / active EE | $284 | $1,374-79.3% | $2,735-89.6% | $3,038-90.7% |
| Participant deferral / active EE | $528 | $2,682-80.3% | $4,527-88.3% | $5,090-89.6% |
| Admin fee / account holder | $89 | $585-84.8% | $6,165-98.6% | $269-67.1% |