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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 14 · EIN 04-1414660 | Plan Administrator | $150,000 |
VERUS6+ years Service code 16 · EIN 91-1320111 | Consulting | $64,000 |
REHN & ASSOCIATES6+ years Service code 13 · EIN 91-1008626 | Contract Administrator | $61,932 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $54,738 |
TURNER, STOEVE & GAGLIARDI, P.S.6+ years Service code 29 · EIN 91-1282506 | Legal | $27,851 |
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 | $160,755 | $73,497+118.7% | $101,275+58.7% | $93,223+72.4% |
| Participation rate | 40.7% | 84.5%-43.9pp | 75.8%-35.2pp | 74.9%-34.2pp |
| Annual return | 18.79% | 11.66%+7.1pp | 46.46%-27.7pp | 19.29%-0.5pp |
| Employer contribution / active EE | $3,351 | $3,600-6.9% | $3,660-8.4% | $2,680+25.1% |
| Participant deferral / active EE | $3 | $3,303-99.9% | $4,370-99.9% | $4,563-99.9% |
| Admin fee / account holder | $185 | $121+52.8% | $5,948-96.9% | $79+133.4% |