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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $40,106 |
WILLIAM C. EARHART CO., INC.1+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $30,323 |
RVK, INC.1+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $14,375 |
Service code 29 · EIN 91-0889948 | Legal | $13,115 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $10,175 |
BJORKLUND & MONTPLAISIR1+ years Service code 10 · EIN 93-1015766 | Accounting | $9,103 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,233 | $31,810-71.0% | $64,105-85.6% | $59,188-84.4% |
| Participation rate | 100.0% | 57.7%+42.3pp | 68.2%+31.8pp | 69.4%+30.6pp |
| Annual return | 40.71% | 9.41%+31.3pp | 791.24%-750.5pp | 5.51%+35.2pp |
| Employer contribution / active EE | $306 | $659-53.6% | $1,820-83.2% | $2,098-85.4% |
| Participant deferral / active EE | $151 | $1,582-90.5% | $2,822-94.7% | $3,265-95.4% |
| Admin fee / account holder | $54 | $57-5.4% | $4,499-98.8% | $92-41.7% |