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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $67,612 |
WILLIAM C. EARHART CO., INC.6+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $47,261 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $27,779 |
Filed as: BARLOW COUGHRAN MORALES JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $25,144 |
RVK, INC.6+ years Service code 27 · EIN 93-0910652 | Advisory (Plan) | $22,500 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $12,806 | $43,466-70.5% | $90,970-85.9% | $90,274-85.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.0%+31.0pp | 73.4%+26.6pp |
| Annual return | 12.51% | 25.26%-12.7pp | 134.58%-122.1pp | 53.97%-41.5pp |
| Employer contribution / active EE | $306 | $840-63.6% | $2,122-85.6% | $2,523-87.9% |
| Participant deferral / active EE | $200 | $2,138-90.6% | $3,373-94.1% | $4,231-95.3% |
| Admin fee / account holder | $96 | $92+4.0% | $5,960-98.4% | $114-16.2% |