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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $132,011 |
MONETA GROUP LLC4 years Filed as: MONETA GROUP Service code 27 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $59,979 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE Service code 10 · EIN 43-1001367 | Accounting | $11,700 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $5,500 |
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 | $54,520 | $78,781-30.8% | $100,535-45.8% | $73,412-25.7% |
| Participation rate | 78.9% | 80.0%-1.2pp | 79.4%-0.6pp | 72.2%+6.7pp |
| Annual return | 19.63% | 31.69%-12.1pp | 30.90%-11.3pp | 59.30%-39.7pp |
| Employer contribution / active EE | $2,270 | $2,420-6.2% | $3,419-33.6% | $2,234+1.6% |
| Participant deferral / active EE | $6,494 | $6,537-0.7% | $6,271+3.6% | $3,806+70.6% |
| Admin fee / account holder | $222 | $145+52.6% | $8,085-97.3% | $158+40.5% |