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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $52,728 |
WILLIAM C. EARHART CO., INC.2+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $46,824 |
RVK, INC.2+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $17,500 |
Service code 29 · EIN 91-0889948 | Legal | $12,259 |
CLIFTONLARSONALLEN LLP1 year Service code 10 601 W RIVERSIDE AVE STE 700 · SPOKANE, WA 99201 | Accounting | $12,000 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $10,250 |
BJORKLUND & MONTPLAISIR2+ years Service code 10 · EIN 93-1015766 | Accounting | $8,278 |
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 | $8,491 | $33,232-74.5% | $71,796-88.2% | $63,975-86.7% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.1%+30.9pp | 71.1%+28.9pp |
| Annual return | 8.10% | 11.99%-3.9pp | 78.04%-69.9pp | 48.65%-40.5pp |
| Employer contribution / active EE | $332 | $723-54.1% | $1,924-82.8% | $2,182-84.8% |
| Participant deferral / active EE | $129 | $1,604-92.0% | $2,794-95.4% | $3,356-96.2% |
| Admin fee / account holder | $68 | $63+7.1% | $4,815-98.6% | $70-3.5% |