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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 14 · EIN 04-1414660 | Plan Administrator | $160,747 |
REHN & ASSOCIATES10+ years Service code 13 · EIN 91-1008626 | Contract Administrator | $82,719 |
VERUS10+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $69,333 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $51,237 |
TURNER, STOEVE & GAGLIARDI, P.S.10+ years Service code 29 · EIN 91-1282506 | Legal | $33,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,411 | $86,936+86.8% | $102,437+58.5% | $99,313+63.5% |
| Participation rate | 43.8% | 81.7%-37.8pp | 74.5%-30.7pp | 71.7%-27.9pp |
| Annual return | 14.73% | 14.99%-0.3pp | 24.95%-10.2pp | 17.67%-2.9pp |
| Employer contribution / active EE | $4,709 | $3,925+20.0% | $3,871+21.7% | $3,264+44.3% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $157 | $140+12.0% | $8,388-98.1% | $109+43.9% |