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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $260,111 |
PRIVATE ADVISOR GROUP LLC2+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AVE, STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $54,476 |
APPLIED PENSION SERVICES, LLC2+ years Filed as: APPLIED PENSION SERVICES Service code 11 200 MOTOR PARKWAY · HAUPPAUGE, NY 11788 | Actuarial | $9,436 |
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 | $32,586 | $88,730-63.3% | $82,312-60.4% | $77,958-58.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 76.9%+16.9pp | 71.6%+22.1pp |
| Annual return | 18.76% | 20.88%-2.1pp | 25.88%-7.1pp | 20.87%-2.1pp |
| Employer contribution / active EE | $1,368 | $2,758-50.4% | $2,428-43.7% | $2,310-40.8% |
| Participant deferral / active EE | $3,893 | $4,634-16.0% | $3,706+5.0% | $3,537+10.1% |
| Admin fee / account holder | $269 | $74+263.5% | $5,608-95.2% | $97+176.1% |