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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $150,934 |
MONETA GROUP LLC5 years Filed as: MONETA GROUP Service code 27 100 SOUTH BRENTWOOD BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $62,727 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN SMITH WALLACE Service code 10 · EIN 43-1001367 | Accounting | $12,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,316 | $87,125-26.2% | $108,405-40.7% | $86,821-25.9% |
| Participation rate | 89.0% | 80.5%+8.4pp | 80.1%+8.8pp | 72.3%+16.7pp |
| Annual return | 17.12% | 25.21%-8.1pp | 905.55%-888.4pp | 97.94%-80.8pp |
| Employer contribution / active EE | $2,353 | $2,477-5.0% | $3,559-33.9% | $2,406-2.2% |
| Participant deferral / active EE | $6,970 | $6,944+0.4% | $6,563+6.2% | $4,132+68.7% |
| Admin fee / account holder | $233 | $130+78.6% | $7,297-96.8% | $170+37.1% |