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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $146,929 |
401K ADVISORS INC5+ years Filed as: 401K BFSG, INC. Service code 27 · EIN 65-1212237 | Advisory (Plan) | $59,500 |
FARBER HASS HURLEY LLP2 years Service code 10 · EIN 20-4207759 | Accounting | $7,251 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,011 | $46,219+189.9% | $89,441+49.8% | $90,274+48.4% |
| Participation rate | 71.3% | 44.9%+26.4pp | 68.0%+3.3pp | 73.4%-2.1pp |
| Annual return | 22.38% | 25.71%-3.3pp | 245.62%-223.2pp | 53.97%-31.6pp |
| Employer contribution / active EE | $1,262 | $953+32.4% | $2,588-51.2% | $2,523-50.0% |
| Participant deferral / active EE | $5,301 | $2,136+148.2% | $3,891+36.3% | $4,231+25.3% |
| Admin fee / account holder | $63 | $147-56.9% | $4,885-98.7% | $114-44.5% |