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| Provider | Service type | Compensation |
|---|---|---|
MORAN KNOBEL1 year Service code 13 · EIN 81-3396218 10900 NE 8TH STREET, SUITE 1310 · BELLEVUE, WA 98004 | Contract Administrator | $1,863 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,378 | $77,813-72.5% | $123,544-82.7% | $64,186-66.7% |
| Participation rate | 36.8% | 74.7%-37.9pp | 82.3%-45.5pp | 69.6%-32.7pp |
| Annual return | -5.88% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,422 | $3,014-52.8% | $4,628-69.3% | $2,381-40.3% |
| Participant deferral / active EE | $4,524 | $5,240-13.7% | $6,426-29.6% | $3,470+30.4% |
| Admin fee / account holder | $52 | $5,519-99.1% | $9,284-99.4% | $4,888-98.9% |