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 SERVICE Service code 19 · EIN 01-0233346 | Securities Custodian | $80,709 |
THE SEGAL COMPANY7+ years Service code 16 · EIN 13-1835864 | Consulting | $33,000 |
BONADIO & CO., LLP5 years Service code 10 · EIN 16-1131146 | Accounting | $30,816 |
HARTER SECREST & EMERY LLP4 years Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766162 | Legal | $17,445 |
BENESYS, INC.7+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, NY 48098 | Other Services | $12,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,538 | $76,774+128.6% | $112,263+56.4% | $77,906+125.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | 1.27% | -10.25%+11.5pp | 27.49%-26.2pp | 12.16%-10.9pp |
| Employer contribution / active EE | $5,485 | $3,977+37.9% | $3,636+50.8% | $2,846+92.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $230 | $239-3.7% | $6,410-96.4% | $133+73.5% |