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| Provider | Service type | Compensation |
|---|---|---|
SALTMARSH, CLEVELAND & GUND4 years Filed as: SALTMARSH, CLEAVELAND & GUND Service code 10 · EIN 59-2922169 | Accounting | $10,600 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,074 |
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 | $44,943 | $63,114-28.8% | $92,909-51.6% | $65,185-31.1% |
| Participation rate | 88.4% | 68.8%+19.7pp | 76.0%+12.4pp | 70.2%+18.2pp |
| Annual return | 18.55% | 28.75%-10.2pp | 109.44%-90.9pp | 29.38%-10.8pp |
| Employer contribution / active EE | $1,338 | $2,571-48.0% | $3,653-63.4% | $2,177-38.5% |
| Participant deferral / active EE | $3,905 | $3,108+25.6% | $4,238-7.9% | $3,514+11.1% |
| Admin fee / account holder | $48 | $624-92.3% | $5,795-99.2% | $847-94.3% |