Filed November 14, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $27,816 |
Service code 27 · EIN 59-1517485 | Advisory (Plan) | $25,407 |
Filed as: MILLENNIUM INVT & RET. ADVISORS LLC Service code 27 1959 N PEACE HAVEN RD, #157 · WINSTON SALEM, NC 27106 | Advisory (Plan) | $5,082 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,863 | $58,258+104.0% | $81,820+45.3% | $80,925+46.9% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.4%+10.4pp | 67.7%+15.1pp |
| Annual return | 13.31% | 41.76%-28.5pp | 777.93%-764.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $7,908 | $2,345+237.2% | $2,915+171.3% | $2,756+186.9% |
| Participant deferral / active EE | $7,417 | $3,284+125.9% | $4,323+71.6% | $4,299+72.6% |
| Admin fee / account holder | $486 | $4,976-90.2% | $7,391-93.4% | $6,940-93.0% |