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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $164,056 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $44,000 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $23,250 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,607 | $69,823+64.1% | $76,902+49.0% | $74,473+53.9% |
| Participation rate | 97.0% | 70.0%+27.0pp | 69.6%+27.4pp | 70.7%+26.3pp |
| Annual return | 16.19% | 19.99%-3.8pp | 37.91%-21.7pp | 34.36%-18.2pp |
| Employer contribution / active EE | $4,096 | $2,148+90.7% | $2,534+61.6% | $2,638+55.3% |
| Participant deferral / active EE | $6,595 | $3,558+85.4% | $3,833+72.1% | $4,530+45.6% |
| Admin fee / account holder | $264 | $398-33.7% | $5,479-95.2% | $347-24.0% |