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: AXA NETWORK LLC Service code 27 2550 INTERSTATE DR STE 250 · HARRISBURG, PA 17110 | Advisory (Plan) | $38,893 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $26,655 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $79,628 | $73,102+8.9% | $123,553-35.6% | $56,289+41.5% |
| Participation rate | 96.1% | 74.3%+21.8pp | 82.3%+13.8pp | 69.9%+26.3pp |
| Annual return | -4.67% | 3.01%-7.7pp | 119.21%-123.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $495 | $2,977-83.4% | $4,628-89.3% | $2,111-76.5% |
| Participant deferral / active EE | $6,127 | $5,423+13.0% | $6,426-4.7% | $3,350+82.9% |
| Admin fee / account holder | $351 | $554-36.7% | $9,284-96.2% | $521-32.7% |