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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 | $106,230+50.1% | $147,080+8.4% | $77,736+105.1% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 14.13% | 56.91%-42.8pp | 420.17%-406.0pp | 31.26%-17.1pp |
| Employer contribution / active EE | $5,895 | $4,072+44.8% | $4,933+19.5% | $2,728+116.1% |
| Participant deferral / active EE | $13,601 | $8,001+70.0% | $8,066+68.6% | $4,651+192.5% |
| Admin fee / account holder | $65 | $338-80.9% | $12,989-99.5% | $433-85.1% |