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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 49 · EIN 33-0499726 | Other Services | $6,758 |
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,014 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,295 | $55,423-68.8% | $155,602-88.9% | $74,400-76.8% |
| Participation rate | 80.0% | 61.9%+18.1pp | 78.2%+1.8pp | 67.2%+12.8pp |
| Annual return | 8.94% | 269.07%-260.1pp | 64.81%-55.9pp | 1367.51%-1358.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $17 | $1,744-99.0% | $15,923-99.9% | $1,944-99.1% |