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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0234446 | Recordkeeping | $21,573 |
KERBER, ECK & BRAECKEL LLP4 years Service code 10 · EIN 43-0352985 | Accounting | $15,500 |
QUORUM CONSULTING GROUP4 years Service code 14 · EIN 37-1331544 | Plan Administrator | $8,210 |
CAVANAGH & O'HARA2 years Filed as: CANANAGH & OHARA Service code 29 · EIN 37-1259635 | Legal | $6,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,454-100.0% | $81,844-100.0% | $74,459-100.0% |
| Participation rate | 0.0% | 63.0%-63.0pp | 72.4%-72.4pp | 67.2%-67.2pp |
| Annual return | 14.33% | 16.87%-2.5pp | 778.87%-764.5pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $3,643 | $2,630+38.5% | $2,916+24.9% | $2,626+38.7% |
| Participant deferral / active EE | $820 | $3,398-75.9% | $4,323-81.0% | $4,350-81.1% |
| Admin fee / account holder | $0 | $1,490-100.0% | $7,355-100.0% | $1,945-100.0% |