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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $142,231 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $59,997 |
PRIVATE ADVISOR GROUP LLC6+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AVE, STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $16,260 |
APPLIED PENSION SERVICES, LLC6+ years Filed as: APPLIED PENSION SERVICES Service code 11 200 MOTOR PARKWAY · HAUPPAUGE, NY 11788 | Actuarial | $13,690 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,746 | $144,879-62.2% | $111,308-50.8% | $93,010-41.1% |
| Participation rate | 94.0% | 86.1%+7.8pp | 77.3%+16.6pp | 73.9%+20.1pp |
| Annual return | 16.97% | 18.11%-1.1pp | 54.67%-37.7pp | 158.70%-141.7pp |
| Employer contribution / active EE | $1,323 | $3,052-56.6% | $2,732-51.6% | $2,705-51.1% |
| Participant deferral / active EE | $4,573 | $5,576-18.0% | $4,487+1.9% | $4,561+0.3% |
| Admin fee / account holder | $188 | $104+81.2% | $7,965-97.6% | $152+23.7% |