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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $34,476 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $27,300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,437 | $106,110+50.3% | $147,005+8.5% | $77,671+105.3% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.3pp | 70.6%+25.8pp |
| Annual return | 14.13% | 56.77%-42.6pp | 418.76%-404.6pp | 31.21%-17.1pp |
| Employer contribution / active EE | $5,895 | $4,065+45.0% | $4,934+19.5% | $2,726+116.2% |
| Participant deferral / active EE | $13,601 | $7,992+70.2% | $8,070+68.5% | $4,648+192.6% |
| Admin fee / account holder | $65 | $338-80.9% | $13,006-99.5% | $430-85.0% |