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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,090 |
Filed as: MILLENNIUM INVESTMENT AND RET Service code 24 · EIN 94-3428956 | Discretionary Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,850 | $51,606-13.1% | $129,339-65.3% | $80,911-44.6% |
| Participation rate | 80.0% | 57.0%+23.0pp | 69.6%+10.4pp | 67.6%+12.4pp |
| Annual return | 17.84% | 20.76%-2.9pp | 9437.05%-9419.2pp | 35.63%-17.8pp |
| Employer contribution / active EE | $3,572 | $1,582+125.8% | $4,154-14.0% | $2,756+29.6% |
| Participant deferral / active EE | $8,036 | $2,669+201.1% | $4,170+92.7% | $4,297+87.0% |
| Admin fee / account holder | $291 | $4,310-93.3% | $7,668-96.2% | $6,935-95.8% |