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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,956 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $2 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN UNTIED LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
WOODBURY FINANCIAL SERVICES1+ years Service code 27 28365 DAVIS PARKWAY, SUITE 201 · WARRENVILLE, IL 60555 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,026 | $34,492-15.8% | $80,004-63.7% | $55,191-47.4% |
| Participation rate | 75.3% | 62.9%+12.5pp | 73.0%+2.3pp | 69.2%+6.2pp |
| Annual return | -24.97% | 3.50%-28.5pp | 7.63%-32.6pp | 10.78%-35.8pp |
| Employer contribution / active EE | $639 | $1,043-38.7% | $2,473-74.1% | $1,899-66.3% |
| Participant deferral / active EE | $2,000 | $2,104-4.9% | $3,204-37.6% | $3,046-34.3% |
| Admin fee / account holder | $4 | $69-94.1% | $5,033-99.9% | $91-95.5% |