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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 26 · EIN 13-4078005 | Advisory (Participants) | $14,640 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,553 | $42,383+14.6% | $76,518-36.5% | $64,173-24.3% |
| Participation rate | 67.3% | 58.1%+9.1pp | 68.0%-0.7pp | 69.6%-2.3pp |
| Annual return | 4.34% | -16.54%+20.9pp | -0.27%+4.6pp | 7.63%-3.3pp |
| Employer contribution / active EE | $1,359 | $1,563-13.0% | $2,647-48.6% | $2,381-42.9% |
| Participant deferral / active EE | $2,242 | $2,566-12.6% | $3,836-41.5% | $3,470-35.4% |
| Admin fee / account holder | $669 | $3,198-79.1% | $4,849-86.2% | $4,887-86.3% |