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 Service code 15 · EIN 01-0233346 | Recordkeeping | $31,813 |
Service code 10 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $10,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Consulting | $7,613 |
CREIGHTON, JOHNSEN & GIROUX2 years Service code 29 1103 DELAWARE AVE · BUFFALO, NY 14209 | Legal | $2,671 |
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 | $120,820 | $102,661+17.7% | $151,645-20.3% | $66,949+80.5% |
| Participation rate | 93.5% | 85.5%+7.9pp | 87.5%+6.0pp | 69.8%+23.6pp |
| Annual return | -14.52% | -10.81%-3.7pp | 3.34%-17.9pp | 1.57%-16.1pp |
| Employer contribution / active EE | $7,182 | $4,184+71.6% | $6,165+16.5% | $2,545+182.1% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $682 | $630+8.2% | $11,614-94.1% | $594+14.9% |