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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $218,835 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 17 · EIN 45-5291215 | Pension Consulting | $29,690 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $9,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $87,153 | $48,261+80.6% | $68,612+27.0% | $55,725+56.4% |
| Participation rate | 69.5% | 71.0%-1.6pp | 72.2%-2.8pp | 70.9%-1.4pp |
| Annual return | -4.82% | -2.61%-2.2pp | -4.63%-0.2pp | 244.93%-249.8pp |
| Employer contribution / active EE | $4,375 | $1,742+151.1% | $2,625+66.7% | $2,078+110.5% |
| Participant deferral / active EE | $3,778 | $2,712+39.3% | $3,311+14.1% | $3,356+12.6% |
| Admin fee / account holder | $273 | $126+116.3% | $5,131-94.7% | $115+136.9% |