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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $37,166 |
Filed as: JOHN HANCOCK Service code 15 690 CAMTON ST · WESTWOOD, MA 02090 | Recordkeeping | $32,643 |
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $19,421 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 | Actuarial | $14,036 |
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 | $52,117 | $60,396-13.7% | $83,830-37.8% | $75,289-30.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -3.28% | 3.84%-7.1pp | 850.97%-854.3pp | -0.04%-3.2pp |
| Employer contribution / active EE | $584 | $3,343-82.5% | $3,631-83.9% | $2,405-75.7% |
| Participant deferral / active EE | $1,679 | $2,922-42.6% | $4,082-58.9% | $3,739-55.1% |
| Admin fee / account holder | $158 | $141+12.2% | $5,479-97.1% | $102+54.9% |