Filed December 6, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $247,320 |
NFP RETIREMENT INC6 years Filed as: NFP CORPORATE SERVICES (NM), INC. Service code 28 · EIN 41-1505971 | Investment Management | $55,000 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $18,795 |
FREDRIKSON & BYRON3 years Filed as: FREDRIKSON & BYRON, P.A. Service code 29 505 E GRAND AVE STE · DES MOINES, IA 50309 | Legal | $2,192 |
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 | $110,908 | $50,169+121.1% | $149,740-25.9% | $80,187+38.3% |
| Participation rate | 95.8% | 64.3%+31.6pp | 78.8%+17.1pp | 72.9%+22.9pp |
| Annual return | 19.10% | 29.82%-10.7pp | 134.51%-115.4pp | 40.40%-21.3pp |
| Employer contribution / active EE | $5,264 | $1,869+181.6% | $4,821+9.2% | $2,980+76.7% |
| Participant deferral / active EE | $7,329 | $3,194+129.4% | $5,683+29.0% | $5,016+46.1% |
| Admin fee / account holder | $90 | $153-40.8% | $13,222-99.3% | $145-37.7% |