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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $183,023 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $82,350 |
GRASSI & CO1 year Filed as: GRASSI & CO. CPAS, P.C. Service code 10 · EIN 11-3266576 | Accounting | $13,804 |
Service code 16 6430 SOUTH FIDDLERS GREEN CIRCLE · GREENWOOD VILLAGE, CA 80111 | Consulting | $12,975 |
GROOM LAW GROUP1 year Service code 29 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $176,457 | $95,776+84.2% | $162,185+8.8% | $77,775+126.9% |
| Participation rate | 81.7% | 88.6%-6.9pp | 87.6%-5.8pp | 73.2%+8.5pp |
| Annual return | 13.60% | 37.03%-23.4pp | 115.61%-102.0pp | 32.58%-19.0pp |
| Employer contribution / active EE | $10,620 | $3,874+174.1% | $5,613+89.2% | $2,504+324.1% |
| Participant deferral / active EE | $10,731 | $6,125+75.2% | $7,297+47.1% | $3,966+170.6% |
| Admin fee / account holder | $101 | $88+15.1% | $10,844-99.1% | $100+0.9% |