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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $139,498 |
Filed as: WEALTH PLAN PARTNER INC. Service code 16 101 S108TH AVENUE · OMAHA, NE 68154 | Consulting | $107,869 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,694 | $165,890-24.2% | $155,574-19.2% | - |
| Participation rate | 85.3% | 63.3%+22.0pp | 78.2%+7.1pp | - |
| Annual return | 13.16% | 19.47%-6.3pp | 64.87%-51.7pp | - |
| Employer contribution / active EE | $10,051 | $2,522+298.6% | $4,676+115.0% | - |
| Participant deferral / active EE | $7,439 | $2,935+153.5% | $5,629+32.1% | - |
| Admin fee / account holder | $194 | $97,423-99.8% | $15,914-98.8% | - |