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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $41,652 |
Filed as: MERRILL LYNCH PIERCE, FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $25,977 |
KNAV CPA LLP1 year Service code 10 · EIN 92-3540684 | Accounting | $7,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,045 | $95,369-79.0% | $135,942-85.3% | $74,440-73.1% |
| Participation rate | 91.4% | 78.2%+13.1pp | 81.9%+9.4pp | 70.7%+20.6pp |
| Annual return | 23.27% | 32.72%-9.4pp | 68.28%-45.0pp | 34.37%-11.1pp |
| Employer contribution / active EE | $363 | $3,878-90.6% | $4,858-92.5% | $2,638-86.2% |
| Participant deferral / active EE | $3,778 | $7,788-51.5% | $7,759-51.3% | $4,529-16.6% |
| Admin fee / account holder | $85 | $266-68.0% | $10,764-99.2% | $348-75.5% |