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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $268,888 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 444 W. 47TH STREET · KANSAS CITY, MO 64412 | Advisory (Plan) | $54,050 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $12,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,892 | $74,347-0.6% | $93,621-21.1% | $67,579+9.3% |
| Participation rate | 91.4% | 80.6%+10.8pp | 75.8%+15.5pp | 71.3%+20.1pp |
| Annual return | 19.73% | 28.07%-8.3pp | 32.76%-13.0pp | 378.56%-358.8pp |
| Employer contribution / active EE | $2,605 | $2,583+0.8% | $2,719-4.2% | $2,148+21.3% |
| Participant deferral / active EE | $4,475 | $4,060+10.2% | $4,070+10.0% | $3,539+26.4% |
| Admin fee / account holder | $275 | $123+123.8% | $7,890-96.5% | $142+92.9% |