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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 | Contract Administrator | $9,060 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,255 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,281 | $36,767-47.6% | $81,473-76.3% | $62,293-69.0% |
| Participation rate | 80.7% | 54.4%+26.2pp | 68.0%+12.7pp | 69.5%+11.2pp |
| Annual return | 15.20% | 173.80%-158.6pp | 38.78%-23.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $2,899 | $1,128+157.0% | $2,568+12.9% | $2,042+42.0% |
| Participant deferral / active EE | $1,561 | $2,111-26.0% | $3,537-55.9% | $3,169-50.7% |
| Admin fee / account holder | $122 | $797-84.7% | $4,561-97.3% | $479-74.5% |