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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $46,526 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $45,553 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 15 · EIN 45-4208939 AND ADMINISTRATORS · RIDGEWOOD, NJ 074515126 | Recordkeeping | $7,032 |
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 | $53,012 | $56,540-6.2% | $185,851-71.5% | $86,821-38.9% |
| Participation rate | 84.4% | 65.5%+18.9pp | 81.7%+2.7pp | 72.3%+12.2pp |
| Annual return | 16.34% | 118.20%-101.9pp | 122.11%-105.8pp | 97.94%-81.6pp |
| Employer contribution / active EE | $1,397 | $1,844-24.2% | $5,168-73.0% | $2,406-41.9% |
| Participant deferral / active EE | $3,963 | $2,555+55.1% | $5,569-28.8% | $4,132-4.1% |
| Admin fee / account holder | $208 | $150+38.7% | $16,245-98.7% | $170+22.4% |