Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FORRESTALL CPAS2+ years Service code 15 · EIN 58-2412540 | Recordkeeping | $14,850 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,246 |
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.
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 | $28,391 | $65,092-56.4% | $143,799-80.3% | $66,938-57.6% |
| Participation rate | 34.4% | 65.2%-30.8pp | 80.3%-45.9pp | 69.8%-35.4pp |
| Annual return | -19.18% | -11.14%-8.0pp | -0.04%-19.1pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,007 | $2,362-57.3% | $4,952-79.7% | $2,545-60.4% |
| Participant deferral / active EE | $2,492 | $2,920-14.7% | $5,638-55.8% | $4,238-41.2% |
| Admin fee / account holder | $277 | $502-44.9% | $14,677-98.1% | $594-53.3% |