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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 64 | Recordkeeping Fees | $91,442 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 99 | Other Fees | $46,456 |
Filed as: ALLIANT RETIREMENT SERVCICES INC. Service code 99 | Other Fees | $40,552 |
MARCUM LLP1 year Service code 99 | Other Fees | $18,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,609 | $64,176+83.3% | $112,249+4.8% | $66,938+75.7% |
| Participation rate | 84.9% | 68.4%+16.5pp | 75.1%+9.9pp | 69.8%+15.1pp |
| Annual return | -13.30% | -13.80%+0.5pp | 27.48%-40.8pp | 1.58%-14.9pp |
| Employer contribution / active EE | $23,999 | $3,007+698.2% | $3,636+560.0% | $2,545+842.9% |
| Participant deferral / active EE | $3,027 | $3,694-18.0% | $4,729-36.0% | $4,238-28.6% |
| Admin fee / account holder | $666 | $626+6.4% | $6,412-89.6% | $594+12.2% |