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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $69,831 |
WILLIAM C. EARHART CO., INC.4+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $66,592 |
RVK, INC.4+ years Service code 27 · EIN 93-0910652 | Advisory (Plan) | $22,500 |
Service code 29 · EIN 91-0889948 | Legal | $16,035 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $11,850 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,131 | $33,780-73.0% | $74,549-87.8% | $75,289-87.9% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | -5.38% | -1.24%-4.1pp | 32.53%-37.9pp | -0.04%-5.3pp |
| Employer contribution / active EE | $318 | $845-62.4% | $1,961-83.8% | $2,405-86.8% |
| Participant deferral / active EE | $179 | $1,890-90.5% | $3,108-94.2% | $3,739-95.2% |
| Admin fee / account holder | $83 | $86-3.3% | $5,059-98.4% | $102-18.4% |