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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $35,765 |
VERUS8+ years Service code 28 · EIN 91-1320111 | Investment Management | $35,000 |
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 12 · EIN 01-0233346 | Shareholder servicing fees; Distribut... | $23,000 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN LP Service code 10 · EIN 41-0746749 | Accounting | $16,083 |
BROWNSTEIN RASK LLP5 years Filed as: BROWNSTEIN RASK Service code 29 · EIN 93-0589000 | Legal | $6,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,186 | $49,693+115.7% | $70,544+51.9% | $74,460+44.0% |
| Participation rate | 69.0% | 64.7%+4.3pp | 68.4%+0.6pp | 70.7%-1.8pp |
| Annual return | 11.95% | 21.22%-9.3pp | 32.79%-20.8pp | 34.38%-22.4pp |
| Employer contribution / active EE | $0 | $1,773-100.0% | $2,976-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $5,898 | $3,376+74.7% | $4,568+29.1% | $4,530+30.2% |
| Admin fee / account holder | $266 | $316-15.7% | $6,427-95.9% | $348-23.4% |