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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 690 CAMTON ST · WESTWOOD, MA 02090 | Recordkeeping | $47,977 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $40,009 |
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $19,419 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $10,313 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,561 | $221,442-74.9% | $92,240-39.8% | $77,958-28.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 13.71% | 15.65%-1.9pp | 176.29%-162.6pp | 20.87%-7.2pp |
| Employer contribution / active EE | $565 | $3,226-82.5% | $3,680-84.6% | $2,310-75.6% |
| Participant deferral / active EE | $1,597 | $2,779-42.5% | $3,897-59.0% | $3,537-54.8% |
| Admin fee / account holder | $176 | $210-16.2% | $5,194-96.6% | $97+80.5% |