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| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK3+ years Service code 15 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 05401 | Recordkeeping | $21,180 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 37 · EIN 01-0233346 | Loan Processing | $6,803 |
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 | $82,466 | $58,726+40.4% | $92,240-10.6% | $62,293+32.4% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 14.17% | 43.62%-29.4pp | 176.29%-162.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $874 | $2,392-63.5% | $3,680-76.3% | $2,042-57.2% |
| Participant deferral / active EE | $3,513 | $2,766+27.0% | $3,897-9.9% | $3,169+10.9% |
| Admin fee / account holder | $286 | $556-48.6% | $5,194-94.5% | $479-40.4% |