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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $27,675 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $26,433 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,574 | $88,186-37.0% | $165,071-66.3% | $74,459-25.4% |
| Participation rate | 89.0% | 73.1%+15.8pp | 78.6%+10.3pp | 67.2%+21.7pp |
| Annual return | 19.03% | 17.13%+1.9pp | 70.17%-51.1pp | 1369.70%-1350.7pp |
| Employer contribution / active EE | $3,227 | $2,600+24.1% | $4,347-25.8% | $2,626+22.9% |
| Participant deferral / active EE | $9,225 | $4,505+104.8% | $6,035+52.9% | $4,350+112.1% |
| Admin fee / account holder | $213 | $2,234-90.5% | $12,695-98.3% | $1,945-89.0% |