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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $160,472 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $106,316 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT, FORD, YOUNG & CO Service code 10 · EIN 95-3288054 | Accounting | $17,150 |
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 | $58,993 | $107,415-45.1% | $135,974-56.6% | $80,157-26.4% |
| Participation rate | 98.3% | 78.0%+20.3pp | 81.9%+16.4pp | 72.9%+25.4pp |
| Annual return | 21.43% | 91.99%-70.6pp | 68.30%-46.9pp | 40.39%-19.0pp |
| Employer contribution / active EE | $3,161 | $3,878-18.5% | $4,859-34.9% | $2,977+6.2% |
| Participant deferral / active EE | $7,318 | $8,189-10.6% | $7,760-5.7% | $5,015+45.9% |
| Admin fee / account holder | $108 | $127-14.9% | $10,767-99.0% | $145-25.4% |