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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $154,028 |
MONETA GROUP LLC6 years Filed as: MONETA GROUP Service code 27 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $62,916 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $13,050 |
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 | $52,608 | $64,612-18.6% | $86,451-39.1% | $64,824-18.8% |
| Participation rate | 90.4% | 81.5%+8.9pp | 80.3%+10.1pp | 71.5%+18.9pp |
| Annual return | -16.35% | 0.66%-17.0pp | 4398.51%-4414.9pp | 32.84%-49.2pp |
| Employer contribution / active EE | $2,651 | $2,744-3.4% | $3,770-29.7% | $2,507+5.7% |
| Participant deferral / active EE | $7,656 | $7,497+2.1% | $6,953+10.1% | $4,311+77.6% |
| Admin fee / account holder | $219 | $169+29.4% | $6,734-96.8% | $188+16.5% |