Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $194,438 |
MONETA GROUP LLC3 years Filed as: MONETA GROUP Service code 27 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $67,043 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,265 | $69,231-37.5% | $91,994-53.0% | $67,582-36.0% |
| Participation rate | 86.8% | 78.9%+7.9pp | 78.6%+8.2pp | 71.3%+15.5pp |
| Annual return | 22.83% | 32.03%-9.2pp | 69.04%-46.2pp | 378.57%-355.7pp |
| Employer contribution / active EE | $2,253 | $2,284-1.4% | $3,453-34.7% | $2,148+4.9% |
| Participant deferral / active EE | $6,279 | $5,854+7.3% | $5,924+6.0% | $3,539+77.4% |
| Admin fee / account holder | $285 | $107+165.2% | $7,744-96.3% | $142+100.2% |