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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 27 · EIN 47-1534832 | Advisory (Plan) | $72,950 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $63,265 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $5,250 |
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 | $60,188 | $47,180+27.6% | $149,723-59.8% | $74,473-19.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 20.20% | 22.75%-2.6pp | 134.50%-114.3pp | 34.36%-14.2pp |
| Employer contribution / active EE | $2,397 | $1,907+25.7% | $4,821-50.3% | $2,638-9.1% |
| Participant deferral / active EE | $5,930 | $2,730+117.2% | $5,682+4.3% | $4,530+30.9% |
| Admin fee / account holder | $224 | $343-34.8% | $13,215-98.3% | $347-35.5% |