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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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 0.0%0pp | 11.2%-11.2pp |
| Annual return | 1.48% | 9.01%-7.5pp | 16.48%-15.0pp | 9.01%-7.5pp |
| Employer contribution / active EE | $8,272 | $12,866-35.7% | $13,511-38.8% | $12,866-35.7% |
| Participant deferral / active EE | $0 | $260-100.0% | $64-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |