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 | $239,788 |
NFP RETIREMENT INC5 years Filed as: NFP CORPORATE SERVICES (NM), INC. Service code 28 · EIN 41-1505971 | Investment Management | $55,000 |
Service code 16 233 S WACKER DR · CHICAGO, IL 60606 | Consulting | $9,000 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $6,666 |
FREDRIKSON & BYRON2 years Filed as: FREDRIKSON & BYRON, P.A. Service code 29 505 E GRAND AVE STE · DES MOINES, IA 50309 | Legal | $858 |
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 | $103,468 | $45,000+129.9% | $143,801-28.0% | $77,906+32.8% |
| Participation rate | 96.9% | 66.8%+30.1pp | 80.3%+16.6pp | 73.7%+23.2pp |
| Annual return | -16.51% | 29.03%-45.5pp | -0.04%-16.5pp | 12.16%-28.7pp |
| Employer contribution / active EE | $5,556 | $1,870+197.2% | $4,952+12.2% | $2,846+95.2% |
| Participant deferral / active EE | $7,048 | $3,157+123.3% | $5,639+25.0% | $4,805+46.7% |
| Admin fee / account holder | $83 | $98-15.9% | $14,680-99.4% | $133-37.5% |