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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $80,430 |
BENESYS, INC.1+ years Service code 38 700 TOWER DRIVE · TROY, MI 48098 | Participant Communication | $22,859 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC. Service code 26 P.O. BOX 4142 · NEW YORK, NY 102614142 | Advisory (Participants) | $18,333 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON KOZICKI & GWYNN, PLLC Service code 10 · EIN 55-0526247 | Accounting | $12,996 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $12,544 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN GRAPHICS Service code 36 34895 GROESBECK · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating | $7,238 |
MACALA & PIATT, LLC1+ years Service code 29 601 SOUTH MAIN ST · NORTH CANTON, OH 48035 | Legal | $5,515 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,102 | $54,392-70.4% | $84,753-81.0% | $63,975-74.8% |
| Participation rate | 74.9% | 76.9%-1.9pp | 76.6%-1.7pp | 71.1%+3.8pp |
| Annual return | -0.77% | 611.38%-612.1pp | 22.78%-23.6pp | 48.65%-49.4pp |
| Employer contribution / active EE | $1,127 | $2,943-61.7% | $3,574-68.5% | $2,182-48.3% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $72 | $136-47.1% | $5,333-98.7% | $70+2.1% |