Filed February 27, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $94,851 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,158 |
FORVIS, LLP1 year Service code 10 · EIN 44-4016026 | Accounting | $23,105 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,207 | $99,168-36.3% | $96,534-34.5% | $74,460-15.1% |
| Participation rate | 95.3% | 80.7%+14.6pp | 76.0%+19.3pp | 70.7%+24.6pp |
| Annual return | 14.60% | 22.40%-7.8pp | 25.88%-11.3pp | 34.38%-19.8pp |
| Employer contribution / active EE | $3,550 | $2,570+38.2% | $2,965+19.7% | $2,638+34.6% |
| Participant deferral / active EE | $5,662 | $4,936+14.7% | $4,851+16.7% | $4,530+25.0% |
| Admin fee / account holder | $232 | $225+3.3% | $8,253-97.2% | $348-33.2% |