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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $50,034 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,478 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $6,100 |
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 | $120,490 | $88,515+36.1% | $162,185-25.7% | $67,582+78.3% |
| Participation rate | 96.9% | 86.8%+10.1pp | 87.6%+9.4pp | 71.3%+25.6pp |
| Annual return | 20.57% | 27.04%-6.5pp | 115.61%-95.0pp | 378.57%-358.0pp |
| Employer contribution / active EE | $5,448 | $3,563+52.9% | $5,613-3.0% | $2,148+153.6% |
| Participant deferral / active EE | $8,642 | $5,724+51.0% | $7,297+18.4% | $3,539+144.2% |
| Admin fee / account holder | $105 | $124-15.0% | $10,844-99.0% | $142-26.2% |