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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $192,775 |
MONETA GROUP LLC8 years Filed as: MONETA GROUP Service code 27 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $91,350 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $11,813 |
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 | $76,359 | $90,064-15.2% | $100,415-24.0% | $77,762-1.8% |
| Participation rate | 92.7% | 81.3%+11.4pp | 81.5%+11.1pp | 70.6%+22.1pp |
| Annual return | 14.30% | 20.61%-6.3pp | 49.47%-35.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $2,812 | $3,043-7.6% | $3,943-28.7% | $2,728+3.1% |
| Participant deferral / active EE | $8,344 | $8,282+0.8% | $8,091+3.1% | $4,651+79.4% |
| Admin fee / account holder | $273 | $172+58.4% | $7,906-96.6% | $433-37.1% |