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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-1363171 | Contract Administrator | $398,222 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $368,883 |
Service code 29 · EIN 91-0889948 | Legal | $37,863 |
VERUS4+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $25,000 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $12,900 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $9,680 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,211 | $78,226-46.0% | $92,916-54.6% | $82,204-48.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 1.11% | 19.33%-18.2pp | 109.45%-108.3pp | 26.31%-25.2pp |
| Employer contribution / active EE | $2,405 | $3,911-38.5% | $3,654-34.2% | $2,707-11.2% |
| Participant deferral / active EE | $991 | $3,648-72.8% | $4,238-76.6% | $4,246-76.7% |
| Admin fee / account holder | $125 | $119+5.1% | $5,796-97.8% | $76+65.5% |