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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $590 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $0 |
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 | $54,426 | $42,548+27.9% | $74,551-27.0% | $56,289-3.3% |
| Participation rate | 76.6% | 60.5%+16.1pp | 69.1%+7.4pp | 69.9%+6.7pp |
| Annual return | -3.65% | 12.40%-16.1pp | 32.53%-36.2pp | -9.96%+6.3pp |
| Employer contribution / active EE | $264 | $855-69.1% | $1,961-86.5% | $2,111-87.5% |
| Participant deferral / active EE | $1,517 | $2,277-33.4% | $3,108-51.2% | $3,350-54.7% |
| Admin fee / account holder | $274 | $467-41.4% | $5,059-94.6% | $521-47.5% |