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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $37,465 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $16,000 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $9,392 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 15 · EIN 45-4208939 AND ADMINISTRATORS · RIDGEWOOD, NJ 074515126 | Recordkeeping | $2,900 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,563 | $52,293-22.4% | $178,503-77.3% | $73,412-44.7% |
| Participation rate | 91.7% | 65.3%+26.4pp | 81.9%+9.8pp | 72.2%+19.5pp |
| Annual return | 34.47% | 34.75%-0.3pp | 151.12%-116.7pp | 59.30%-24.8pp |
| Employer contribution / active EE | $327 | $1,736-81.2% | $5,011-93.5% | $2,234-85.4% |
| Participant deferral / active EE | $3,540 | $2,333+51.7% | $5,202-31.9% | $3,806-7.0% |
| Admin fee / account holder | $21 | $127-83.6% | $13,987-99.9% | $158-86.8% |