| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $240,351 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 17 · EIN 61-0736136 | Pension Consulting | $35,612 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $33,173 |
Service code 29 · EIN 91-0889948 | Legal | $19,086 |
COLOR ART PRINTING2+ years Service code 36 · EIN 92-0027042 | Copying and duplicating | $9,141 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $8,734 |
RAEL & LETSON2+ years Filed as: RAEL-LETSON Service code 11 · EIN 94-1701048 | Actuarial | $7,480 |
EXPRESS SCRIPTS, INC.1 year Filed as: EXPRESS BUSINESS SOLUTIONS Service code 36 · EIN 91-1807227 | Other services; Copying and duplicating | $6,682 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,116 | $54,392-39.1% | $84,753-60.9% | $63,975-48.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 6.28% | 611.38%-605.1pp | 22.78%-16.5pp | 48.65%-42.4pp |
| Employer contribution / active EE | $3,099 | $2,943+5.3% | $3,574-13.3% | $2,182+42.1% |
| Participant deferral / active EE | $1,088 | $2,593-58.0% | $3,712-70.7% | $3,356-67.6% |
| Admin fee / account holder | $134 | $136-1.3% | $5,333-97.5% | $70+90.3% |