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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $66,820 |
LPL FINANCIAL7+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $11,922 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $274 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,807 | $81,948-11.2% | $90,756-19.8% | $64,814+12.3% |
| Participation rate | 79.8% | 80.5%-0.7pp | 75.7%+4.1pp | 71.5%+8.3pp |
| Annual return | -13.89% | -12.53%-1.4pp | -12.16%-1.7pp | 32.84%-46.7pp |
| Employer contribution / active EE | $3,027 | $3,067-1.3% | $2,922+3.6% | $2,507+20.7% |
| Participant deferral / active EE | $2,135 | $4,844-55.9% | $4,565-53.2% | $4,310-50.5% |
| Admin fee / account holder | $203 | $157+29.3% | $8,445-97.6% | $188+8.2% |