Filed January 8, 2024
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 TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $8,231 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $4,045 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,024 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,927 | $48,064+33.0% | $78,775-18.8% | $69,634-8.2% |
| Participation rate | 94.3% | 61.6%+32.7pp | 69.2%+25.1pp | 70.7%+23.6pp |
| Annual return | 15.76% | 21.81%-6.1pp | 35.62%-19.9pp | 27572.26%-27556.5pp |
| Employer contribution / active EE | $1,322 | $744+77.8% | $1,986-33.4% | $2,032-34.9% |
| Participant deferral / active EE | $2,154 | $2,079+3.6% | $2,958-27.2% | $3,224-33.2% |
| Admin fee / account holder | $43 | $152-71.9% | $5,132-99.2% | $110-61.4% |