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| Provider | Service type | Compensation |
|---|---|---|
COMPOSITION WEALTH LLC1 year Filed as: COMPOSITION WEALTH, LLC Service code 26 · EIN 92-0505525 11300 W OLYMPIC BLVD · LOS ANGELES, CA 90064 | Advisory (Participants) | $9,645 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $916 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,812 | $28,167-75.8% | $73,658-90.8% | $64,728-89.5% |
| Participation rate | 86.2% | 21.1%+65.2pp | 57.0%+29.2pp | 57.9%+28.3pp |
| Annual return | 10.85% | 139.75%-128.9pp | 29.72%-18.9pp | 49.38%-38.5pp |
| Employer contribution / active EE | $513 | $373+37.7% | $1,032-50.3% | $2,243-77.1% |
| Participant deferral / active EE | $502 | $597-15.9% | $2,062-75.7% | $2,729-81.6% |
| Admin fee / account holder | $80 | $1,791-95.5% | $3,357-97.6% | $1,145-93.0% |