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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PL SERVICES Service code 12 · EIN 01-0233346 | Participant communication; Shareholde... | $3,109,158 |
Service code 13 · EIN 47-3357327 | Contract Administrator | $1,263,420 |
BEESON, TAYER & BODINE6 years Service code 29 · EIN 94-3126136 | Legal | $571,402 |
LINDQUIST LLP1 year Filed as: LINQUIST LLP Service code 10 · EIN 52-2385296 | Accounting | $226,499 |
ALAN BILLER & ASSOCIATES7+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $117,938 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $73,333 |
STEPHEN HORN INSURANCE SERVICES7+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $39,271 |
Filed as: STEPHEN HORN INSURANCE SERVICE Service code 53 | Insurance Commissions | $12,189 |
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 | $47,212 | $106,520-55.7% | $98,864-52.2% | $106,520-55.7% |
| Participation rate | 100.0% | 71.3%+28.7pp | 65.7%+34.3pp | 71.3%+28.7pp |
| Annual return | 22.72% | 19.28%+3.4pp | 50.03%-27.3pp | 19.28%+3.4pp |
| Employer contribution / active EE | $1,182 | $2,840-58.4% | $2,068-42.9% | $2,840-58.4% |
| Participant deferral / active EE | $2,614 | $4,948-47.2% | $3,037-13.9% | $4,948-47.2% |
| Admin fee / account holder | $107 | $75+43.3% | $4,080-97.4% | $75+43.3% |