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| Provider | Service type | Compensation |
|---|---|---|
CFS INVESTMENT ADVISORY SERVICES7+ years Service code 26 97 LACKAWANNA AVENUE · TOTOWA, NJ 07512 | Advisory (Participants) | $42,891 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 51 · EIN 01-0233346 | Investment Mgmt Fees | $9,580 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,190 | $74,706+22.1% | $75,717+20.4% | $79,393+14.9% |
| Participation rate | 79.2% | 75.3%+3.9pp | 74.8%+4.4pp | 70.7%+8.5pp |
| Annual return | 8.87% | 18.52%-9.6pp | 104.58%-95.7pp | 116.87%-108.0pp |
| Employer contribution / active EE | $2,917 | $2,590+12.6% | $2,743+6.3% | $2,428+20.2% |
| Participant deferral / active EE | $2,026 | $3,533-42.7% | $3,821-47.0% | $4,046-49.9% |
| Admin fee / account holder | $251 | $374-33.0% | $3,619-93.1% | $627-59.9% |