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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $75,393 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $24,620 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $23,201 |
CROWE LLP1+ years Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $8,500 |
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 | $73,204 | $48,277+51.6% | $63,244+15.7% | $55,191+32.6% |
| Participation rate | 98.0% | 69.4%+28.7pp | 71.0%+27.0pp | 69.2%+28.9pp |
| Annual return | -0.88% | 2.37%-3.2pp | -70.31%+69.4pp | 10.78%-11.7pp |
| Employer contribution / active EE | $3,329 | $1,592+109.1% | $2,322+43.4% | $1,899+75.3% |
| Participant deferral / active EE | $3,507 | $2,432+44.2% | $2,953+18.7% | $3,046+15.1% |
| Admin fee / account holder | $152 | $86+76.9% | $5,893-97.4% | $91+67.5% |