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| Provider | Service type | Compensation |
|---|---|---|
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $15,500 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,629 |
Service code 26 · EIN 52-2237955 | Advisory (Participants) | $5,400 |
Service code 29 7600 WISCONSIN AVE, SUITE 700 · BETHESDA, MD 20814 | Legal | $5,259 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 17 · EIN 82-3719843 | Pension Consulting | $5,195 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,839 | $175,257-92.7% | $149,717-91.4% | $139,456-90.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 8.98% | 166.70%-157.7pp | 134.41%-125.4pp | 373.45%-364.5pp |
| Employer contribution / active EE | $1,350 | $5,477-75.4% | $4,820-72.0% | $4,753-71.6% |
| Participant deferral / active EE | $7,930 | $6,521+21.6% | $5,682+39.6% | $6,711+18.2% |
| Admin fee / account holder | $287 | $16,156-98.2% | $13,213-97.8% | $11,407-97.5% |