Filed December 6, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $188,959 |
CASH BALANCE ACTUARIES, LLC7+ years Service code 11 · EIN 27-3058529 | Actuarial | $54,095 |
NFP RETIREMENT INC4 years Filed as: NFP CORPORATE SERVICES (NM), INC. Service code 28 · EIN 41-1505971 | Investment Management | $36,000 |
FREDRIKSON & BYRON1 year Filed as: FREDRIKSON & BYRON, P.A. Service code 29 505 E GRAND AVE STE · DES MOINES, IA 50309 | Legal | $30,024 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $15,414 |
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 | $131,840 | $67,512+95.3% | $185,854-29.1% | $93,010+41.7% |
| Participation rate | 96.5% | 67.1%+29.3pp | 81.7%+14.8pp | 73.9%+22.6pp |
| Annual return | 18.72% | 21.04%-2.3pp | 122.12%-103.4pp | 158.70%-140.0pp |
| Employer contribution / active EE | $5,612 | $1,783+214.7% | $5,169+8.6% | $2,705+107.4% |
| Participant deferral / active EE | $6,592 | $3,035+117.2% | $5,569+18.4% | $4,561+44.5% |
| Admin fee / account holder | $95 | $318-70.1% | $16,246-99.4% | $152-37.3% |