Filed September 13, 2019 (most recent of 4 filings on file)
Total covered: 93 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $193,796 |
Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $59,408 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $25,898 |
Filed as: SIGNATOR INVESTORS, INC. Service code 28 · EIN 04-2442399 | Investment Management | $24,287 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 | Recordkeeping | $0 |
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 | $74,768 | $68,904+8.5% | $90,782-17.6% | $68,904+8.5% |
| Participation rate | 97.7% | 74.1%+23.5pp | 82.7%+15.0pp | 74.1%+23.5pp |
| Annual return | -4.93% | 1.07%-6.0pp | -3.42%-1.5pp | 1.07%-6.0pp |
| Employer contribution / active EE | $5,240 | $2,540+106.3% | $4,105+27.7% | $2,540+106.3% |
| Participant deferral / active EE | $5,574 | $4,015+38.8% | $5,366+3.9% | $4,015+38.8% |
| Admin fee / account holder | $23 | $71-67.2% | $5,908-99.6% | $71-67.2% |