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: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $578,558 |
TRI-STATE ADMINISTRATORS INC5+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $175,625 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $37,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $16,612 |
O'BRIEN BELLAND & BUSHINSKY5+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $12,523 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,975 | $26,479-92.5% | $74,719-97.4% | $77,775-97.5% |
| Participation rate | 100.0% | 37.6%+62.4pp | 54.5%+45.5pp | 73.2%+26.8pp |
| Annual return | 6.10% | 38.31%-32.2pp | 753.05%-747.0pp | 32.58%-26.5pp |
| Employer contribution / active EE | $614 | $440+39.6% | $1,084-43.4% | $2,504-75.5% |
| Participant deferral / active EE | $0 | $1,074-100.0% | $1,963-100.0% | $3,966-100.0% |
| Admin fee / account holder | $76 | $119-36.5% | $3,334-97.7% | $100-24.4% |