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| Provider | Service type | Compensation |
|---|---|---|
RKL LLP2 years Filed as: RKL,LLP Service code 10 · EIN 23-2108173 1330 BROADCASTING RD · WYOMISSING, PA 19610 | Accounting | $11,275 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,048 |
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 | $82,127 | $66,319+23.8% | $93,621-12.3% | $65,186+26.0% |
| Participation rate | 66.9% | 74.0%-7.1pp | 75.8%-9.0pp | 70.2%-3.3pp |
| Annual return | 22.34% | 42.59%-20.3pp | 32.76%-10.4pp | 29.39%-7.0pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,558 | $3,343-23.5% | $4,070-37.1% | $3,514-27.2% |
| Admin fee / account holder | $160 | $6,900-97.7% | $7,890-98.0% | $847-81.1% |