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| Provider | Service type | Compensation |
|---|---|---|
RKL LLP1 year Filed as: RKL,LLP Service code 10 · EIN 23-2108173 1330 BROADCASTING RD · WYOMISSING, PA 19610 | Accounting | $10,750 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,290 | $58,093+26.2% | $80,022-8.4% | $56,289+30.2% |
| Participation rate | 62.0% | 73.6%-11.6pp | 75.8%-13.8pp | 69.9%-7.9pp |
| Annual return | -6.25% | 34.63%-40.9pp | 11.22%-17.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,443 | $3,136-22.1% | $3,686-33.7% | $3,350-27.1% |
| Admin fee / account holder | $157 | $623-74.7% | $6,521-97.6% | $521-69.8% |