Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $13,646 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 17 · EIN 82-3719843 | Pension Consulting | $8,367 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & CO. INC. Service code 26 · EIN 43-0538770 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Participants) | $3,897 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,519-100.0% | $56,025-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 6.92% | 3017.03%-3010.1pp | 1712.69%-1705.8pp | 552.29%-545.4pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |