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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $106,339 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $90,446 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,184 | $106,236-48.1% | $112,263-50.8% | $64,824-14.9% |
| Participation rate | 81.2% | 71.7%+9.5pp | 75.1%+6.1pp | 71.5%+9.7pp |
| Annual return | 180.00% | -6.02%+186.0pp | 27.49%+152.5pp | 32.84%+147.2pp |
| Employer contribution / active EE | $2,192 | $3,167-30.8% | $3,636-39.7% | $2,507-12.6% |
| Participant deferral / active EE | $3,231 | $3,786-14.7% | $4,729-31.7% | $4,311-25.1% |
| Admin fee / account holder | $292 | $452-35.3% | $6,410-95.4% | $188+55.4% |