Filed February 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT PLANNING SERVICES, INC.2+ years Service code 49 7100 E. BELLEVIEW AVE., STE. 300 · GREENWOOD VILLAGE, CO 80111 | Other Services | $1,850 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $454 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,810 | $75,183+31.4% | $123,892-20.2% | $55,167+79.1% |
| Participation rate | 92.1% | 72.8%+19.3pp | 81.4%+10.7pp | 69.0%+23.1pp |
| Annual return | 7.86% | 19.01%-11.1pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,085 | $2,823-26.2% | $4,617-54.8% | $1,963+6.2% |
| Participant deferral / active EE | $6,985 | $5,084+37.4% | $5,984+16.7% | $3,054+128.7% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.2% |