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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 13-3646501 | Recordkeeping | $186,352 |
Service code 15 · EIN 20-4780677 | Recordkeeping | $47,500 |
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 26 · EIN 23-2748550 | Advisory (Participants) | $47,500 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $30,975 |
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 | $33,268 | $164,139-79.7% | $155,567-78.6% | - |
| Participation rate | 89.2% | 62.7%+26.5pp | 78.2%+11.0pp | - |
| Annual return | 13.33% | 19.45%-6.1pp | 64.74%-51.4pp | - |
| Employer contribution / active EE | $1,954 | $2,490-21.5% | $4,674-58.2% | - |
| Participant deferral / active EE | $5,068 | $2,914+73.9% | $5,628-9.9% | - |
| Admin fee / account holder | $204 | $96,217-99.8% | $15,916-98.7% | - |