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| Provider | Service type | Compensation |
|---|---|---|
HANTZMON WIEBEL LLP1 year Filed as: HANTZMON WIEBEL, LLP Service code 10 · EIN 54-0618213 | Accounting | $15,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 37 · EIN 15-3008106 601 CONGRESS STREET · BOSTON, MA 02210 | Loan Processing | $3,982 |
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 | $120,753 | $75,183+60.6% | $123,894-2.5% | $55,167+118.9% |
| Participation rate | 86.3% | 72.8%+13.5pp | 81.4%+4.9pp | 69.0%+17.3pp |
| Annual return | 15.95% | 19.01%-3.1pp | 47.52%-31.6pp | 169.23%-153.3pp |
| Employer contribution / active EE | $904 | $2,823-68.0% | $4,617-80.4% | $1,963-54.0% |
| Participant deferral / active EE | $7,316 | $5,084+43.9% | $5,984+22.3% | $3,054+139.5% |
| Admin fee / account holder | $100 | $663-84.9% | $8,357-98.8% | $504-80.2% |