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| Provider | Service type | Compensation |
|---|---|---|
FEJES & ASSOCIATES2+ years Service code 22 12890 OLD SEWARD HWY · ANCHORAGE, AK 99515 | Insurance Broker | $34,972 |
PROFESSIONAL BENEFIT SERVICES2+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $1,615 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $508 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $45,230 | $71,802-37.0% | $133,975-66.2% | $57,658-21.6% |
| Participation rate | 21.8% | 85.5%-63.7pp | 87.1%-65.3pp | 70.2%-48.4pp |
| Annual return | 7.99% | 13.51%-5.5pp | 29.29%-21.3pp | 5.13%+2.9pp |
| Employer contribution / active EE | $981 | $3,161-69.0% | $5,211-81.2% | $1,974-50.3% |
| Participant deferral / active EE | $2,609 | $4,606-43.4% | $6,282-58.5% | $3,061-14.8% |
| Admin fee / account holder | $10 | $88-88.3% | $9,324-99.9% | $95-89.1% |