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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $30,308 |
FITZSIMMONS ABRAMS, LLP1 year Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 200 · WOODBURY, NY 11797 | Accounting | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,853 | $80,763-77.9% | $102,412-82.6% | $74,459-76.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.21% | 27.57%-17.4pp | 24.94%-14.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $1,246 | $3,160-60.6% | $3,870-67.8% | $2,626-52.5% |
| Participant deferral / active EE | $1,211 | $3,862-68.6% | $5,060-76.1% | $4,350-72.2% |
| Admin fee / account holder | $400 | $2,371-83.1% | $8,388-95.2% | $1,945-79.4% |