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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PL SERVICES Service code 12 · EIN 01-0233346 | Claims processing; Recordkeeping fees... | $2,409,703 |
MON ROC ADMINISTRATORS, LLC3 years Service code 13 · EIN 47-3357327 | Contract Administrator | $2,196,307 |
BEESON, TAYER & BODINE8 years Service code 29 · EIN 94-3126136 | Legal | $482,325 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $358,283 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $97,149 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D. BILLER & ASSOCIATES, IN Service code 27 · EIN 94-2854958 | Advisory (Plan) | $69,016 |
STEPHEN HORN INSURANCE SERVICES9+ years Service code 22 · EIN 94-3249244 | Insurance Broker | $51,173 |
Filed as: STEPHEN HORN INSURANCE SERVICE Service code 22 | Insurance Broker | $13,073 |
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 | $41,918 | $96,393-56.5% | $65,583-36.1% | $96,393-56.5% |
| Participation rate | 100.0% | 71.3%+28.7pp | 65.0%+35.0pp | 71.3%+28.7pp |
| Annual return | 16.88% | 22.88%-6.0pp | 47.46%-30.6pp | 22.88%-6.0pp |
| Employer contribution / active EE | $1,085 | $3,239-66.5% | $1,692-35.9% | $3,239-66.5% |
| Participant deferral / active EE | $2,654 | $5,455-51.3% | $2,833-6.3% | $5,455-51.3% |
| Admin fee / account holder | $171 | $74+131.7% | $4,112-95.8% | $74+131.7% |