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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $253,057 |
C.F.A.O8+ years Service code 14 · EIN 95-1557079 | Plan Administrator | $239,569 |
Filed as: PENSIONMARK Service code 27 · EIN 61-1758632 | Advisory (Plan) | $29,517 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $20,085 |
KRAW LAW GROUP8+ years Service code 29 · EIN 77-0171216 | Legal | $12,348 |
WEINBERG, ROGER & ROSENFELD8+ years Filed as: WEINBERG Service code 29 · EIN 94-2458080 | Legal | $12,348 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $47,487 | $88,479-46.3% | $96,515-50.8% | $80,157-40.8% |
| Participation rate | 95.9% | 79.9%+16.0pp | 74.3%+21.6pp | 72.9%+23.0pp |
| Annual return | 8.64% | 22.53%-13.9pp | 35.73%-27.1pp | 40.39%-31.7pp |
| Employer contribution / active EE | $185 | $4,177-95.6% | $3,740-95.1% | $2,977-93.8% |
| Participant deferral / active EE | $5,808 | $3,961+46.6% | $4,880+19.0% | $5,015+15.8% |
| Admin fee / account holder | $176 | $211-16.6% | $6,735-97.4% | $145+21.7% |