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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $23,303 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 3438 PEACHTREE RD · ATLANTA, GA 30326 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,045 | $84,493-57.3% | $125,381-71.3% | $66,938-46.2% |
| Participation rate | 91.2% | 76.4%+14.8pp | 82.4%+8.8pp | 69.8%+21.4pp |
| Annual return | -9.76% | -8.49%-1.3pp | 572.31%-582.1pp | 1.58%-11.3pp |
| Employer contribution / active EE | $1,252 | $3,554-64.8% | $4,815-74.0% | $2,545-50.8% |
| Participant deferral / active EE | $8,308 | $6,783+22.5% | $7,448+11.6% | $4,238+96.0% |
| Admin fee / account holder | $205 | $685-70.0% | $10,007-97.9% | $594-65.4% |