Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,437 | $106,247+50.1% | $147,096+8.4% | $77,714+105.2% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 14.13% | 56.87%-42.7pp | 419.75%-405.6pp | 31.26%-17.1pp |
| Employer contribution / active EE | $5,895 | $4,069+44.9% | $4,936+19.4% | $2,727+116.2% |
| Participant deferral / active EE | $13,601 | $7,996+70.1% | $8,071+68.5% | $4,649+192.5% |
| Admin fee / account holder | $65 | $338-80.9% | $13,005-99.5% | $433-85.1% |