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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $136,308 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $23,163 |
CROWE LLP2+ years Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $8,000 |
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 | $74,442 | $50,106+48.6% | $69,779+6.7% | $57,658+29.1% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 8.23% | 14.58%-6.4pp | 12.99%-4.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $3,398 | $1,739+95.4% | $2,338+45.3% | $1,974+72.2% |
| Participant deferral / active EE | $3,626 | $2,486+45.9% | $2,931+23.7% | $3,061+18.5% |
| Admin fee / account holder | $183 | $89+105.7% | $4,381-95.8% | $95+94.1% |