Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $624,697 |
GOSSELIN CONSULTING GROUP LLC1+ years Filed as: GOSSELIN CONSULTING GROUP Service code 27 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Advisory (Plan) | $40,500 |
CENVEO1+ years Filed as: CENVEO ST. LOUIS Service code 38 101 WORKMAN CT. · EUREKA, MO 63025 | Participant Communication | $29,333 |
ARNOLD & PORTER1+ years Filed as: ARNOLD & PORTER LLC Service code 29 399 PARK AVENUE · NEW YORK, NY 100224690 | Legal | $26,743 |
PKF O'CONNOR DAVIES, LLP1+ years Service code 10 · EIN 27-1728945 | Accounting | $21,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,801 | $134,045-64.3% | $80,022-40.3% | $75,289-36.5% |
| Participation rate | 86.2% | 85.8%+0.4pp | 75.8%+10.3pp | 72.4%+13.7pp |
| Annual return | -3.11% | -0.56%-2.5pp | 11.22%-14.3pp | -0.04%-3.1pp |
| Employer contribution / active EE | $80 | $3,492-97.7% | $2,468-96.8% | $2,405-96.7% |
| Participant deferral / active EE | $2,983 | $4,976-40.1% | $3,686-19.1% | $3,739-20.2% |
| Admin fee / account holder | $141 | $124+13.7% | $6,521-97.8% | $102+37.6% |