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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $9,661 |
PROCORE ADVISORS, LLC3 years Service code 26 · EIN 82-1864402 | Advisory (Participants) | $7,330 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,187 | $72,272-67.9% | $101,264-77.1% | $79,858-71.0% |
| Participation rate | 70.2% | 68.5%+1.8pp | 75.8%-5.6pp | 69.6%+0.6pp |
| Annual return | 11.46% | 22.30%-10.8pp | 46.48%-35.0pp | 31.72%-20.3pp |
| Employer contribution / active EE | $1,027 | $2,692-61.8% | $3,660-71.9% | $2,471-58.4% |
| Participant deferral / active EE | $531 | $3,282-83.8% | $4,370-87.9% | $3,740-85.8% |
| Admin fee / account holder | $353 | $4,401-92.0% | $5,947-94.1% | $5,306-93.3% |