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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $71,435 |
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $45,102 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $25,375 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 15 · EIN 45-4208939 AND ADMINISTRATORS · RIDGEWOOD, NJ 074515126 | Recordkeeping | $13,524 |
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 | $75,523 | $50,919+48.3% | $155,556-51.4% | $77,762-2.9% |
| Participation rate | 82.6% | 63.1%+19.5pp | 78.2%+4.4pp | 70.6%+12.0pp |
| Annual return | 14.05% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $1,632 | $1,991-18.1% | $4,675-65.1% | $2,728-40.2% |
| Participant deferral / active EE | $5,099 | $2,824+80.5% | $5,631-9.4% | $4,651+9.6% |
| Admin fee / account holder | $292 | $437-33.3% | $15,885-98.2% | $433-32.7% |