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 12 · EIN 01-0233346 | Direct payment from the plan; Custodi... | $856,442 |
FRANK M. VACCARO & ASSOCIATES10+ years Service code 13 · EIN 23-2148108 27 ROLAND AVE SUITE 200 · MOUNT LAUREL, NJ 08054 | Contract Administrator | $782,937 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES,INC Service code 22 · EIN 46-0619194 | Insurance Broker | $56,726 |
SLEVIN & HART, P.C.10+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE · WASHINGTON, DC 20036 | Legal | $34,810 |
BARATZ & ASSOCIATES, P.A.7 years Service code 10 · EIN 22-2212404 4B EVES DRIVE · MARLTON, NJ 08053 | Accounting | $26,000 |
O'BRIEN BELLAND & BUSHINSKY9 years Filed as: O'BRIEN BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $11,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,614 | $152,104-97.0% | $184,260-97.5% | $106,553-95.7% |
| Participation rate | 0.0% | 85.9%-85.9pp | 86.8%-86.8pp | 69.8%-69.8pp |
| Annual return | 9.90% | 20.70%-10.8pp | 28.84%-18.9pp | 17.37%-7.5pp |
| Employer contribution / active EE | $904 | $5,326-83.0% | $6,427-85.9% | $3,359-73.1% |
| Participant deferral / active EE | $108 | $8,559-98.7% | $9,133-98.8% | $5,562-98.1% |
| Admin fee / account holder | $38 | $103-63.4% | $13,898-99.7% | $80-52.9% |