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 | $369,803 |
GOSSELIN CONSULTING GROUP LLC3+ years Filed as: GOSSELIN CONSULTING GROUP Service code 27 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Advisory (Plan) | $60,000 |
PKF O'CONNOR DAVIES, LLP3+ years Service code 10 · EIN 27-1728945 | Accounting | $22,500 |
CENVEO WORLDWIDE LIMITED1 year Service code 38 · EIN 83-1681581 | Participant Communication | $14,947 |
ARNOLD & PORTER3+ years Filed as: ARNOLD & PORTER LLC Service code 29 399 PARK AVENUE · NEW YORK, NY 100224690 | Legal | $8,177 |
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 | $57,415 | $105,190-45.4% | $98,920-42.0% | $90,274-36.4% |
| Participation rate | 85.8% | 86.4%-0.6pp | 76.0%+9.7pp | 73.4%+12.4pp |
| Annual return | 13.90% | 18.52%-4.6pp | 196.47%-182.6pp | 53.97%-40.1pp |
| Employer contribution / active EE | $88 | $3,831-97.7% | $2,689-96.7% | $2,523-96.5% |
| Participant deferral / active EE | $3,412 | $5,616-39.2% | $4,245-19.6% | $4,231-19.3% |
| Admin fee / account holder | $117 | $97+20.1% | $6,643-98.2% | $114+2.5% |