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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $71,996 |
WILLIAM C. EARHART CO., INC.3+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $68,066 |
RVK, INC.3+ years Service code 27 · EIN 93-0910652 | Advisory (Plan) | $22,500 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $11,650 |
Service code 29 · EIN 91-0889948 | Legal | $8,192 |
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.
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 | $0 | $38,833-100.0% | $78,778-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 60.9%-60.9pp | 69.2%-69.2pp | 71.6%-71.6pp |
| Annual return | 15.06% | 20.31%-5.2pp | 35.62%-20.6pp | 20.87%-5.8pp |
| Employer contribution / active EE | $310 | $840-63.1% | $1,986-84.4% | $2,310-86.6% |
| Participant deferral / active EE | $150 | $1,776-91.5% | $2,958-94.9% | $3,537-95.7% |
| Admin fee / account holder | $0 | $89-100.0% | $5,134-100.0% | $97-100.0% |