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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $155,898 |
PENSION ASSURANCE LLP3 years Filed as: PENSION CONSULTANTS, INC.P Service code 27 300 SOUTH CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $60,000 |
HCJ CPAS & ADVISORS PLLC2 years Filed as: HCJ CPAS & ADVISORS, PLLC Service code 10 · EIN 71-0650689 | Accounting | $19,805 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,021 | $122,186-66.4% | $146,958-72.1% | $199,593-79.4% |
| Participation rate | 98.4% | 78.3%+20.1pp | 82.2%+16.2pp | 72.0%+26.4pp |
| Annual return | 16.06% | 30.56%-14.5pp | 418.34%-402.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $3,441 | $4,093-15.9% | $4,933-30.2% | $3,034+13.4% |
| Participant deferral / active EE | $2,916 | $8,502-65.7% | $8,070-63.9% | $5,087-42.7% |
| Admin fee / account holder | $196 | $179+9.9% | $12,998-98.5% | $269-26.9% |