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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $114,807 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $39,981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,780 | $56,503+74.8% | $69,890+41.3% | $64,824+52.4% |
| Participation rate | 94.5% | 70.5%+24.0pp | 70.5%+24.0pp | 71.5%+23.0pp |
| Annual return | -15.90% | -13.44%-2.5pp | 190.84%-206.7pp | 32.84%-48.7pp |
| Employer contribution / active EE | $3,750 | $2,046+83.2% | $2,560+46.5% | $2,507+49.6% |
| Participant deferral / active EE | $5,012 | $3,389+47.9% | $3,848+30.2% | $4,311+16.3% |
| Admin fee / account holder | $227 | $160+41.8% | $6,267-96.4% | $188+21.1% |