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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 14 · EIN 04-1414660 | Plan Administrator | $169,575 |
VERUS5+ years Service code 16 · EIN 91-1320111 | Consulting | $62,000 |
REHN & ASSOCIATES5+ years Service code 13 · EIN 91-1008626 | Contract Administrator | $61,932 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $48,798 |
TURNER, STOEVE & GAGLIARDI, P.S.5+ years Service code 29 · EIN 91-1282506 | Legal | $28,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,303 | $78,226+78.1% | $92,916+49.9% | $82,204+69.5% |
| Participation rate | 41.3% | 82.7%-41.5pp | 76.0%-34.7pp | 73.4%-32.1pp |
| Annual return | 22.65% | 19.33%+3.3pp | 109.45%-86.8pp | 26.31%-3.7pp |
| Employer contribution / active EE | $3,489 | $3,911-10.8% | $3,654-4.5% | $2,707+28.9% |
| Participant deferral / active EE | $1 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $202 | $119+70.0% | $5,796-96.5% | $76+167.8% |