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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAPIER, DILLON AND ASSOCIATES, P.C. Service code 10 · EIN 32-0048525 | Accounting | $14,792 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,257 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,358 | $57,330+3.5% | $86,656-31.5% | $75,177-21.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 7.02% | 2675.40%-2668.4pp | 593.09%-586.1pp | 160.75%-153.7pp |
| Employer contribution / active EE | $9,572 | $2,316+313.2% | $3,025+216.4% | $2,671+258.3% |
| Participant deferral / active EE | $363 | $3,320-89.1% | $4,439-91.8% | $4,126-91.2% |
| Admin fee / account holder | $1,057 | $4,115-74.3% | $5,619-81.2% | $5,651-81.3% |