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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $129,600 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 17 · EIN 45-5291215 | Pension Consulting | $26,837 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $9,500 |
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 | $79,367 | $50,106+58.4% | $69,779+13.7% | $57,658+37.6% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 8.71% | 14.58%-5.9pp | 12.99%-4.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,606 | $1,739+107.3% | $2,338+54.2% | $1,974+82.7% |
| Participant deferral / active EE | $2,652 | $2,486+6.7% | $2,931-9.5% | $3,061-13.4% |
| Admin fee / account holder | $167 | $89+87.4% | $4,381-96.2% | $95+76.8% |