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| Provider | Service type | Compensation |
|---|---|---|
VERUS10+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $40,000 |
BENESYS, INC.10+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $33,939 |
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $19,620 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $18,000 |
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 | $112,523 | $42,378+165.5% | $78,004+44.3% | $71,012+58.5% |
| Participation rate | 100.0% | 46.9%+53.1pp | 69.4%+30.6pp | 58.6%+41.4pp |
| Annual return | 11.12% | 19.23%-8.1pp | 31.07%-20.0pp | 37.67%-26.6pp |
| Employer contribution / active EE | $0 | $1,375-100.0% | $2,469-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $11,978 | $2,097+471.2% | $4,092+192.7% | $3,246+269.0% |
| Admin fee / account holder | $255 | $2,377-89.3% | $7,578-96.6% | $1,167-78.2% |