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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $184,535 |
MONETA GROUP LLC2 years Filed as: MONETA GROUP Service code 27 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $63,633 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $25,599 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,420 | $62,543-45.0% | $83,327-58.7% | $55,725-38.2% |
| Participation rate | 84.7% | 78.4%+6.3pp | 77.8%+6.9pp | 70.9%+13.8pp |
| Annual return | -3.13% | 14.85%-18.0pp | 10.64%-13.8pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,301 | $2,427-5.2% | $3,379-31.9% | $2,078+10.7% |
| Participant deferral / active EE | $6,031 | $5,682+6.1% | $5,565+8.4% | $3,356+79.7% |
| Admin fee / account holder | $298 | $103+189.2% | $7,540-96.0% | $115+158.9% |