Filed November 21, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $449,959 |
HLB HUMAN CAPITAL1 year Service code 16 · EIN 82-0972682 | Consulting | $46,480 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $43,125 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $24,867 |
Filed as: CHARTWELL FINANCIAL ADVISORY, INC Service code 34 · EIN 36-4799908 | Valuation (appraisals, etc.); Other fees | $17,638 |
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 01-0233346 | Recordkeeping | $16,819 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,004 | $66,051+75.6% | $92,916+24.8% | $77,775+49.2% |
| Participation rate | 99.1% | 81.0%+18.1pp | 76.0%+23.1pp | 73.2%+25.9pp |
| Annual return | 20.48% | 20.69%-0.2pp | 109.45%-89.0pp | 32.58%-12.1pp |
| Employer contribution / active EE | $5,949 | $3,426+73.7% | $3,654+62.8% | $2,504+137.6% |
| Participant deferral / active EE | $8,922 | $3,013+196.1% | $4,238+110.5% | $3,966+125.0% |
| Admin fee / account holder | $141 | $148-4.9% | $5,796-97.6% | $100+40.5% |