Filed April 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $214,520 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $18,349 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,100 | $108,617+29.9% | $108,421+30.1% | $93,010+51.7% |
| Participation rate | 96.5% | 83.1%+13.4pp | 80.1%+16.4pp | 73.9%+22.6pp |
| Annual return | 14.92% | 21.63%-6.7pp | 905.61%-890.7pp | 158.70%-143.8pp |
| Employer contribution / active EE | $3,892 | $3,249+19.8% | $3,560+9.4% | $2,705+43.9% |
| Participant deferral / active EE | $10,947 | $7,885+38.8% | $6,564+66.8% | $4,561+140.0% |
| Admin fee / account holder | $126 | $94+34.8% | $7,298-98.3% | $152-16.9% |