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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $205,197 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $123,697 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT, FORD, YOUNG & CO Service code 10 · EIN 95-3288054 | Accounting | $34,000 |
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 | $67,487 | $122,128-44.7% | $147,117-54.1% | $200,096-66.3% |
| Participation rate | 97.2% | 78.2%+19.0pp | 82.2%+15.0pp | 72.0%+25.1pp |
| Annual return | 17.81% | 30.58%-12.8pp | 420.54%-402.7pp | 34.26%-16.5pp |
| Employer contribution / active EE | $3,398 | $4,093-17.0% | $4,932-31.1% | $3,038+11.8% |
| Participant deferral / active EE | $7,756 | $8,484-8.6% | $8,065-3.8% | $5,090+52.4% |
| Admin fee / account holder | $128 | $180-28.6% | $12,993-99.0% | $269-52.4% |