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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $44,232 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $41,508 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $19,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,661 | $50,151-5.0% | $149,717-68.2% | $80,149-40.5% |
| Participation rate | 54.2% | 64.3%-10.1pp | 78.8%-24.5pp | 72.9%-18.7pp |
| Annual return | 16.45% | 29.80%-13.4pp | 134.41%-118.0pp | 40.39%-23.9pp |
| Employer contribution / active EE | $644 | $1,867-65.5% | $4,820-86.6% | $2,977-78.4% |
| Participant deferral / active EE | $3,027 | $3,194-5.2% | $5,682-46.7% | $5,015-39.6% |
| Admin fee / account holder | $182 | $153+19.5% | $13,213-98.6% | $145+25.9% |