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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $183,908 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $44,000 |
CROWE LLP2 years Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $14,175 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,481 | $66,486+70.7% | $81,370+39.5% | $77,762+45.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 13.74% | 15.95%-2.2pp | 24.85%-11.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $3,970 | $2,158+84.0% | $2,464+61.1% | $2,728+45.5% |
| Participant deferral / active EE | $6,789 | $3,677+84.6% | $3,885+74.7% | $4,651+46.0% |
| Admin fee / account holder | $259 | $586-55.8% | $5,749-95.5% | $433-40.3% |