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 | $228,208 |
Filed as: SIGNATOR INVESTORS, INC. Service code 28 · EIN 04-2442399 | Investment Management | $34,960 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $23,700 |
Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $19,992 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 | Recordkeeping | $0 |
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).
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 | $85,607 | $177,276-51.7% | $97,995-12.6% | $177,276-51.7% |
| Participation rate | 98.2% | 74.8%+23.4pp | 82.4%+15.8pp | 74.8%+23.4pp |
| Annual return | 11.67% | 21.25%-9.6pp | 23.94%-12.3pp | 21.25%-9.6pp |
| Employer contribution / active EE | $5,445 | $2,479+119.7% | $4,158+31.0% | $2,479+119.7% |
| Participant deferral / active EE | $5,566 | $3,881+43.4% | $5,097+9.2% | $3,881+43.4% |
| Admin fee / account holder | $26 | $154-83.3% | $5,943-99.6% | $154-83.3% |