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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $22,649 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $16,272 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,244 | $77,677+26.5% | $109,173-10.0% | $79,391+23.7% |
| Participation rate | 84.5% | 67.8%+16.7pp | 75.9%+8.6pp | 70.7%+13.8pp |
| Annual return | 12.21% | 23.44%-11.2pp | 25.75%-13.5pp | 116.88%-104.7pp |
| Employer contribution / active EE | $1,705 | $2,798-39.1% | $3,723-54.2% | $2,428-29.8% |
| Participant deferral / active EE | $5,146 | $3,517+46.3% | $4,654+10.6% | $4,046+27.2% |
| Admin fee / account holder | $288 | $732-60.6% | $6,755-95.7% | $627-54.0% |