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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $186,059 |
GRASSI & CO1+ years Filed as: GRASSI & CO., CPAS, P.C. Service code 10 · EIN 11-3266576 | Accounting | $38,690 |
PETROCELLI FINANCIAL SERVICES, LLC1+ years Service code 27 120 BRODWAY · NEW YORK, NY 10271 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,705 | $80,354+67.6% | $133,980+0.5% | $63,975+110.6% |
| Participation rate | 84.9% | 87.5%-2.6pp | 87.1%-2.1pp | 71.1%+13.8pp |
| Annual return | 5.95% | 13.11%-7.2pp | 29.30%-23.4pp | 48.65%-42.7pp |
| Employer contribution / active EE | $10,416 | $3,503+197.3% | $5,211+99.9% | $2,182+377.4% |
| Participant deferral / active EE | $10,195 | $5,239+94.6% | $6,282+62.3% | $3,356+203.8% |
| Admin fee / account holder | $92 | $69+32.1% | $9,324-99.0% | $70+30.0% |