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: JOHN HANCOCK Service code 27 690 CANTON STREET · WESTWOOD, MA 02090 | Advisory (Plan) | $45,444 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 875 GREEN TREE ROAD · PITTSBURGH, PA 15220 | Advisory (Plan) | $32,000 |
PACKER THOMAS9 years Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44406 | Accounting | $28,500 |
CENTRAL DATA SERVICES10+ years Service code 13 · EIN 25-1352803 232 WISE ROAD, STE 220 · HARMONY, PA 16037 | Contract Administrator | $27,323 |
FAULKNER, HOFFMAN & PHILLIPS, LLC10+ years Service code 29 · EIN 45-1540483 20445 EMERALD PARKWAY DR., STE. 210 · CLEVELAND, OH 44135 | Legal | $24,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,957 | $98,273-52.2% | $150,734-68.8% | $85,660-45.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 14.49% | 7.62%+6.9pp | 600.81%-586.3pp | 19.52%-5.0pp |
| Employer contribution / active EE | $1,676 | $5,764-70.9% | $4,918-65.9% | $4,199-60.1% |
| Participant deferral / active EE | $17 | $1,439-98.8% | $5,610-99.7% | $3,518-99.5% |
| Admin fee / account holder | $165 | $226-26.7% | $14,905-98.9% | $224-26.2% |