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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,077 |
Filed as: MILLENNIUM TRUST Service code 26 · EIN 94-3428956 | Advisory (Participants) | $598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,569 | $75,058-69.9% | $152,301-85.2% | $64,340-64.9% |
| Participation rate | 33.0% | 60.9%-27.9pp | 82.4%-49.5pp | 55.2%-22.3pp |
| Annual return | 17.50% | 29.93%-12.4pp | 80.50%-63.0pp | 24.14%-6.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,048 | $5,041-59.4% | $8,004-74.4% | $2,980-31.3% |
| Admin fee / account holder | $252 | $4,050-93.8% | $14,398-98.2% | $3,703-93.2% |