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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,711 |
Filed as: JOHN HANCOCK RETIREMENT Service code 13 · EIN 01-0233346 | Contract Administrator | $31,853 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $11,550 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $7,985 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 1.48% | 7.37%-5.9pp | 9.14%-7.7pp | 9.77%-8.3pp |
| Employer contribution / active EE | $8,272 | $11,180-26.0% | $21,225-61.0% | $13,890-40.4% |
| Participant deferral / active EE | $0 | $0 | $22-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |