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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $390,950 |
MMA SECURITIES LLC1 year Service code 26 · EIN 22-3570392 | Advisory (Participants) | $66,163 |
WRIGHT FORD YOUNG & CO1 year Service code 10 · EIN 95-3288054 | Accounting | $18,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,598 | $110,258+91.9% | $102,460+106.5% | $200,096+5.7% |
| Participation rate | 84.2% | 86.3%-2.1pp | 76.5%+7.7pp | 72.0%+12.2pp |
| Annual return | 18.07% | 35.78%-17.7pp | 29.47%-11.4pp | 34.26%-16.2pp |
| Employer contribution / active EE | $2,548 | $3,605-29.3% | $3,025-15.8% | $3,038-16.1% |
| Participant deferral / active EE | $9,366 | $6,377+46.9% | $5,056+85.2% | $5,090+84.0% |
| Admin fee / account holder | $260 | $122+112.6% | $9,460-97.3% | $269-3.5% |