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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 14 · EIN 04-1414660 | Plan Administrator | $150,284 |
REHN & ASSOCIATES9+ years Service code 13 · EIN 91-1008626 | Contract Administrator | $72,758 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $65,013 |
VERUS9+ years Service code 16 · EIN 91-1320111 | Consulting | $64,000 |
TURNER, STOEVE & GAGLIARDI, P.S.9+ years Service code 29 · EIN 91-1282506 | Legal | $42,420 |
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 | $159,327 | $74,831+112.9% | $96,543+65.0% | $103,657+53.7% |
| Participation rate | 40.3% | 83.1%-42.8pp | 74.3%-34.1pp | 73.4%-33.1pp |
| Annual return | 19.84% | 16.15%+3.7pp | 35.75%-15.9pp | 33.13%-13.3pp |
| Employer contribution / active EE | $4,207 | $3,888+8.2% | $3,741+12.5% | $3,216+30.8% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $171 | $130+31.4% | $6,737-97.5% | $114+49.8% |