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 PLAN SVCS Service code 15 · EIN 01-0234446 | Recordkeeping | $21,573 |
KERBER, ECK & BRAECKEL LLP4 years Service code 10 · EIN 43-0352985 | Accounting | $15,500 |
QUORUM CONSULTING GROUP4 years Service code 14 · EIN 37-1331544 | Plan Administrator | $8,210 |
CAVANAGH & O'HARA2 years Filed as: CANANAGH & OHARA Service code 29 · EIN 37-1259635 | Legal | $6,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,393-100.0% | $81,820-100.0% | $74,429-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 72.4%-72.4pp | 67.2%-67.2pp |
| Annual return | 14.33% | 16.89%-2.6pp | 777.93%-763.6pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $3,643 | $2,626+38.7% | $2,915+25.0% | $2,625+38.8% |
| Participant deferral / active EE | $820 | $3,397-75.8% | $4,323-81.0% | $4,348-81.1% |
| Admin fee / account holder | $0 | $1,491-100.0% | $7,391-100.0% | $1,944-100.0% |