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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $15,302 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $8,788 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,380 | $44,734-12.0% | $99,479-60.4% | $67,582-41.7% |
| Participation rate | 86.6% | 66.2%+20.4pp | 73.8%+12.8pp | 71.3%+15.3pp |
| Annual return | 23.32% | 32.45%-9.1pp | 30.72%-7.4pp | 378.57%-355.3pp |
| Employer contribution / active EE | $944 | $1,261-25.1% | $2,540-62.9% | $2,148-56.1% |
| Participant deferral / active EE | $2,951 | $2,731+8.1% | $3,619-18.4% | $3,539-16.6% |
| Admin fee / account holder | $73 | $120-38.6% | $6,253-98.8% | $142-48.4% |