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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIRMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $13,040 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,962 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $170,802 | $37,196+359.2% | $154,108+10.8% | $55,725+206.5% |
| Participation rate | 87.6% | 64.1%+23.5pp | 83.0%+4.5pp | 70.9%+16.7pp |
| Annual return | -4.22% | 1319.68%-1323.9pp | 735.21%-739.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $7,718 | $1,614+378.2% | $5,298+45.7% | $2,078+271.4% |
| Participant deferral / active EE | $4,374 | $2,068+111.5% | $5,081-13.9% | $3,356+30.4% |
| Admin fee / account holder | $35 | $102-65.6% | $13,411-99.7% | $115-69.7% |