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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $292,666 |
C.F.A.O10+ years Service code 14 · EIN 95-1557079 | Plan Administrator | $248,708 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $41,774 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $26,980 |
Filed as: OPUS INVESTMENT ADVISORS, LLC Service code 19 · EIN 56-8559330 | Securities Custodian | $22,520 |
KRAW LAW GROUP10+ years Service code 29 · EIN 77-0171216 | Legal | $17,703 |
WEINBERG, ROGER & ROSENFELD10+ years Filed as: WEINBERG Service code 29 · EIN 94-2458080 | Legal | $14,515 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 · EIN 46-0619194 | Insurance services; Insurance brokera... | $5,050 |
Employer contribution per participant 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 | $58,958 | $105,028-43.9% | $107,187-45.0% | $100,573-41.4% |
| Participation rate | 88.9% | 81.2%+7.6pp | 75.0%+13.8pp | 70.9%+17.9pp |
| Annual return | 11.93% | 10.61%+1.3pp | 204.55%-192.6pp | 18.89%-7.0pp |
| Employer contribution / active EE | $157 | $5,641-97.2% | $3,782-95.9% | $3,763-95.8% |
| Participant deferral / active EE | $5,388 | $2,685+100.7% | $5,096+5.7% | $4,921+9.5% |
| Admin fee / account holder | $183 | $355-48.4% | $9,162-98.0% | $454-59.7% |