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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $26,216 |
Filed as: UNITED PLANNERS' FINANCIAL SERVICES Service code 27 · EIN 86-0588303 | Advisory (Plan) | $10,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,743 | $50,919-49.4% | $155,556-83.5% | $77,762-66.9% |
| Participation rate | 24.1% | 63.1%-39.0pp | 78.2%-54.2pp | 70.6%-46.5pp |
| Annual return | 10.88% | 34.84%-24.0pp | 64.84%-54.0pp | 31.27%-20.4pp |
| Employer contribution / active EE | $26 | $1,991-98.7% | $4,675-99.4% | $2,728-99.0% |
| Participant deferral / active EE | $957 | $2,824-66.1% | $5,631-83.0% | $4,651-79.4% |
| Admin fee / account holder | $206 | $437-52.7% | $15,885-98.7% | $433-52.3% |