Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
WOODBURY FINANCIAL SERVICES2+ years Service code 27 28365 DAVIS PARKWAY, SUITE 201 · WARRENVILLE, IL 60555 | Advisory (Plan) | $0 |
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 | $27,999 | $57,103-51.0% | $87,502-68.0% | $57,658-51.4% |
| Participation rate | 83.9% | 64.3%+19.6pp | 73.8%+10.1pp | 70.2%+13.7pp |
| Annual return | 11.62% | 12.71%-1.1pp | 12.21%-0.6pp | 5.13%+6.5pp |
| Employer contribution / active EE | $610 | $1,107-44.9% | $2,550-76.1% | $1,974-69.1% |
| Participant deferral / active EE | $1,780 | $2,250-20.9% | $3,149-43.5% | $3,061-41.9% |
| Admin fee / account holder | $1 | $281-99.5% | $4,221-100.0% | $95-98.5% |