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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $57,835 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $33,440 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $14,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,438 | $45,000-3.5% | $143,799-69.8% | $77,906-44.2% |
| Participation rate | 52.8% | 66.8%-14.0pp | 80.3%-27.5pp | 73.7%-20.9pp |
| Annual return | -10.16% | 29.03%-39.2pp | -0.04%-10.1pp | 12.16%-22.3pp |
| Employer contribution / active EE | $188 | $1,870-90.0% | $4,952-96.2% | $2,846-93.4% |
| Participant deferral / active EE | $2,997 | $3,157-5.1% | $5,638-46.8% | $4,805-37.6% |
| Admin fee / account holder | $174 | $98+76.9% | $14,677-98.8% | $133+31.3% |