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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $21,743 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $16,331 |
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 | $21,780 | $78,483-72.2% | $106,201-79.5% | $74,546-70.8% |
| Participation rate | 92.0% | 72.8%+19.2pp | 75.3%+16.7pp | 67.2%+24.7pp |
| Annual return | 12.06% | 15.94%-3.9pp | 116.26%-104.2pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $1,697 | $2,522-32.7% | $3,170-46.4% | $2,624-35.3% |
| Participant deferral / active EE | $3,191 | $4,320-26.1% | $5,012-36.3% | $4,347-26.6% |
| Admin fee / account holder | $168 | $2,236-92.5% | $11,039-98.5% | $1,944-91.4% |