Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $72,226 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $42,977 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 15 · EIN 06-1504963 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,812 | $79,223+101.7% | $102,460+56.0% | $74,478+114.6% |
| Participation rate | 65.2% | 74.8%-9.5pp | 76.5%-11.3pp | 67.2%-2.0pp |
| Annual return | 13.29% | 54.98%-41.7pp | 29.47%-16.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,697 | $2,363-28.2% | $3,025-43.9% | $2,626-35.4% |
| Participant deferral / active EE | $5,650 | $4,417+27.9% | $5,056+11.7% | $4,350+29.9% |
| Admin fee / account holder | $824 | $2,003-58.9% | $9,460-91.3% | $1,946-57.6% |