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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $67,626 |
PRIVATE ADVISOR GROUP LLC1+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AVE, STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $38,342 |
APPLIED PENSION SERVICES, LLC1+ years Filed as: APPLIED PENSION SERVICES Service code 11 200 MOTOR PARKWAY · HAUPPAUGE, NY 11788 | Actuarial | $5,751 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES Service code 27 1250 CAPITAL OF TX HWY · AUSTIN, TX 78746 | Advisory (Plan) | $5,592 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,827 | $80,211-66.6% | $74,184-63.8% | $63,975-58.1% |
| Participation rate | 91.3% | 84.2%+7.1pp | 76.6%+14.7pp | 71.1%+20.2pp |
| Annual return | 68.19% | 14.13%+54.1pp | 17.74%+50.5pp | 48.65%+19.5pp |
| Employer contribution / active EE | $971 | $2,553-62.0% | $2,370-59.0% | $2,182-55.5% |
| Participant deferral / active EE | $2,691 | $4,370-38.4% | $3,550-24.2% | $3,356-19.8% |
| Admin fee / account holder | $105 | $67+56.7% | $5,586-98.1% | $70+49.6% |