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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $155,502 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $47,500 |
HUNTON ANDREWS KURTH LLP1 year Service code 29 · EIN 04-3448542 | Legal | $22,069 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 · EIN 54-0504608 | Accounting | $15,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $6,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $331,632-100.0% | $331,632-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 50.0%-50.0pp | 55.8%-55.8pp |
| Annual return | 2.43% | 10.23%-7.8pp | 10.60%-8.2pp | 24.44%-22.0pp |
| Employer contribution / active EE | $0 | $49,083-100.0% | $43,831-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,013-100.0% |