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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 14 · EIN 04-1414660 | Plan Administrator | $150,000 |
VERUS7+ years Service code 16 · EIN 91-1320111 | Consulting | $64,000 |
REHN & ASSOCIATES7+ years Service code 13 · EIN 91-1008626 | Contract Administrator | $63,327 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $49,723 |
TURNER, STOEVE & GAGLIARDI, P.S.7+ years Service code 29 · EIN 91-1282506 | Legal | $33,376 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,361 | $80,412+116.8% | $109,191+59.7% | $101,555+71.7% |
| Participation rate | 40.3% | 84.4%-44.1pp | 75.9%-35.5pp | 74.5%-34.2pp |
| Annual return | 15.29% | 16.17%-0.9pp | 25.76%-10.5pp | 21.00%-5.7pp |
| Employer contribution / active EE | $3,575 | $3,731-4.2% | $3,723-4.0% | $2,972+20.3% |
| Participant deferral / active EE | $1 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $211 | $135+56.8% | $6,756-96.9% | $139+51.6% |