Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $196,466 |
PROCOURSE FIDUCIARY ADVISORS, LLC10+ years Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $33,000 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $14,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,344 | $76,209-20.8% | $81,370-25.8% | $200,096-69.8% |
| Participation rate | 99.2% | 76.4%+22.8pp | 69.5%+29.6pp | 72.0%+27.2pp |
| Annual return | 13.40% | 15.55%-2.1pp | 24.85%-11.5pp | 34.26%-20.9pp |
| Employer contribution / active EE | $1,968 | $2,807-29.9% | $2,464-20.1% | $3,038-35.2% |
| Participant deferral / active EE | $4,715 | $4,210+12.0% | $3,885+21.4% | $5,090-7.4% |
| Admin fee / account holder | $172 | $146+17.6% | $5,749-97.0% | $269-36.2% |