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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $191,087 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 17 · EIN 45-5291215 | Pension Consulting | $26,437 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $11,000 |
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 | $101,725 | $53,925+88.6% | $75,501+34.7% | $69,631+46.1% |
| Participation rate | 99.5% | 71.2%+28.3pp | 72.4%+27.1pp | 70.7%+28.8pp |
| Annual return | 15.31% | 17.84%-2.5pp | 27.35%-12.0pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $4,028 | $1,802+123.5% | $2,352+71.3% | $2,032+98.2% |
| Participant deferral / active EE | $3,257 | $2,569+26.8% | $3,142+3.7% | $3,224+1.0% |
| Admin fee / account holder | $254 | $97+161.2% | $5,801-95.6% | $110+129.7% |