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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PL SERVICES Service code 15 · EIN 01-0233346 | Recordkeeping | $4,688,346 |
BEESON, TAYER & BODINE1+ years Filed as: BEESON TAYER & BODINE Service code 29 · EIN 94-3126136 | Legal | $270,167 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $185,596 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $63,284 |
STEPHEN HORN INSURANCE SERVICES1+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $16,433 |
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 | $30,324 | $69,651-56.5% | $63,412-52.2% | $69,651-56.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 67.1%+32.9pp | 66.6%+33.4pp |
| Annual return | 0.49% | 53.77%-53.3pp | 4.04%-3.5pp | 53.77%-53.3pp |
| Employer contribution / active EE | $685 | $2,241-69.4% | $1,814-62.2% | $2,241-69.4% |
| Participant deferral / active EE | $2,286 | $3,635-37.1% | $2,496-8.4% | $3,635-37.1% |
| Admin fee / account holder | $27 | $63-57.5% | $3,753-99.3% | $63-57.5% |