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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-1363171 | Contract Administrator | $558,013 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $421,982 |
Service code 29 · EIN 91-0889948 | Legal | $41,028 |
VERUS8+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $28,125 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $26,075 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $25,860 |
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 | $56,068 | $74,831-25.1% | $96,543-41.9% | $103,657-45.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.4%+26.6pp |
| Annual return | 0.63% | 16.15%-15.5pp | 35.75%-35.1pp | 33.13%-32.5pp |
| Employer contribution / active EE | $2,823 | $3,888-27.4% | $3,741-24.5% | $3,216-12.2% |
| Participant deferral / active EE | $1,883 | $3,896-51.7% | $4,880-61.4% | $5,218-63.9% |
| Admin fee / account holder | $149 | $130+14.6% | $6,737-97.8% | $114+30.7% |