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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $25,243 |
Filed as: BLUE PRARIE GROUP LLC Service code 16 · EIN 76-0701903 | Consulting | $10,000 |
Filed as: JOHN HANCOCK FINANCIAL Service code 15 · EIN 01-0233346 | Recordkeeping | $274 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $233,375 | $73,102+219.2% | $123,553+88.9% | $56,289+314.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.46% | 3.01%-7.5pp | 119.21%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $131 | $2,977-95.6% | $4,628-97.2% | $2,111-93.8% |
| Participant deferral / active EE | $9,475 | $5,423+74.7% | $6,426+47.5% | $3,350+182.9% |
| Admin fee / account holder | $154 | $554-72.1% | $9,284-98.3% | $521-70.4% |