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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS INC. Service code 37 · EIN 01-0233346 | Loan Processing | $1,420,550 |
CALLAN ASSOCIATES2 years Filed as: CALLAN INVESTMENTS Service code 29 · EIN 94-2192581 | Legal | $707,001 |
Service code 29 · EIN 94-2952627 | Legal | $108,152 |
FUJITSU MANAGEMENT3+ years Service code 14 · EIN 95-2557970 | Plan Administrator | $73,193 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $31,585 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,391 | $67,228+120.7% | $117,861+25.9% | $77,958+90.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.7%+20.3pp | 71.6%+28.4pp |
| Annual return | 14.82% | 19.13%-4.3pp | 335.11%-320.3pp | 20.87%-6.0pp |
| Employer contribution / active EE | $5,319 | $2,211+140.6% | $3,786+40.5% | $2,310+130.2% |
| Participant deferral / active EE | $13,614 | $3,653+272.7% | $4,482+203.7% | $3,537+285.0% |
| Admin fee / account holder | $231 | $76+205.0% | $8,021-97.1% | $97+137.5% |