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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $184,602 |
PRIVATE ADVISOR GROUP LLC3+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AVE, STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $42,682 |
APPLIED PENSION SERVICES, LLC3+ years Filed as: APPLIED PENSION SERVICES Service code 11 200 MOTOR PARKWAY · HAUPPAUGE, NY 11788 | Actuarial | $8,536 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,070 | $78,852-59.3% | $76,767-58.2% | $75,289-57.4% |
| Participation rate | 94.2% | 85.0%+9.2pp | 77.0%+17.2pp | 72.4%+21.8pp |
| Annual return | -4.86% | -1.29%-3.6pp | 2.43%-7.3pp | -0.04%-4.8pp |
| Employer contribution / active EE | $1,344 | $2,794-51.9% | $2,485-45.9% | $2,405-44.1% |
| Participant deferral / active EE | $4,267 | $4,800-11.1% | $3,852+10.8% | $3,739+14.1% |
| Admin fee / account holder | $197 | $79+149.7% | $6,675-97.0% | $102+92.8% |