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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $69,574 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $59,174 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 15 · EIN 45-4208939 AND ADMINISTRATORS · RIDGEWOOD, NJ 074515126 | Recordkeeping | $0 |
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 | $45,958 | $46,332-0.8% | $143,797-68.0% | $64,824-29.1% |
| Participation rate | 93.5% | 64.2%+29.3pp | 80.3%+13.2pp | 71.5%+22.1pp |
| Annual return | -3.41% | -10.05%+6.6pp | -0.04%-3.4pp | 32.84%-36.3pp |
| Employer contribution / active EE | $2,257 | $1,911+18.1% | $4,952-54.4% | $2,507-10.0% |
| Participant deferral / active EE | $5,681 | $2,647+114.6% | $5,638+0.8% | $4,311+31.8% |
| Admin fee / account holder | $201 | $154+30.7% | $14,679-98.6% | $188+7.1% |