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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $18,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $1,972 |
WOODBURY FINANCIAL SERVICES3+ years Service code 27 28365 DAVIS PARKWAY, SUITE 201 · WARRENVILLE, IL 60555 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,878 | $43,411-19.7% | $94,993-63.3% | $69,631-49.9% |
| Participation rate | 86.8% | 64.4%+22.3pp | 73.9%+12.9pp | 70.7%+16.1pp |
| Annual return | 14.81% | 22.54%-7.7pp | 27.14%-12.3pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $792 | $1,202-34.1% | $2,603-69.6% | $2,032-61.0% |
| Participant deferral / active EE | $2,328 | $2,384-2.4% | $3,317-29.8% | $3,224-27.8% |
| Admin fee / account holder | $30 | $87-65.8% | $4,960-99.4% | $110-72.9% |