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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS INC. Service code 37 · EIN 01-0233346 | Loan Processing | $912,972 |
CALLAN ASSOCIATES1 year Filed as: CALLAN INVESTMENTS Service code 29 · EIN 94-2192581 | Legal | $620,734 |
COURTLAND PARTNERS2+ years Filed as: COURTLAND PARTNERS LTD. Service code 29 · EIN 34-1805154 | Legal | $206,904 |
Service code 29 · EIN 94-2952627 | Legal | $191,877 |
FUJITSU MANAGEMENT2+ years Service code 14 · EIN 95-2557970 | Plan Administrator | $171,687 |
Filed as: SONG MONDRESS PLC Service code 16 · EIN 91-1917286 | Consulting | $83,372 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $60,440 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,408 | $61,125+100.3% | $108,582+12.7% | $63,975+91.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 79.6%+20.4pp | 71.1%+28.9pp |
| Annual return | 8.64% | 14.06%-5.4pp | -51.70%+60.3pp | 48.65%-40.0pp |
| Employer contribution / active EE | $5,247 | $2,237+134.6% | $3,758+39.6% | $2,182+140.5% |
| Participant deferral / active EE | $12,156 | $3,574+240.1% | $4,311+182.0% | $3,356+262.2% |
| Admin fee / account holder | $207 | $72+187.3% | $7,645-97.3% | $70+193.4% |