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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $143,271 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $134,947 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $11,440 |
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 | $52,687 | $95,388-44.8% | $125,391-58.0% | $77,906-32.4% |
| Participation rate | 82.2% | 78.6%+3.6pp | 82.4%-0.2pp | 73.7%+8.5pp |
| Annual return | 26.62% | 116.19%-89.6pp | 572.41%-545.8pp | 12.16%+14.5pp |
| Employer contribution / active EE | $2,901 | $3,666-20.9% | $4,816-39.8% | $2,846+1.9% |
| Participant deferral / active EE | $5,453 | $7,711-29.3% | $7,448-26.8% | $4,805+13.5% |
| Admin fee / account holder | $119 | $119-0.3% | $10,009-98.8% | $133-10.6% |