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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $177,996 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $31,227 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $11,350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,831 | $55,790+44.9% | $76,667+5.4% | $67,582+19.6% |
| Participation rate | 97.0% | 71.1%+25.9pp | 72.1%+24.9pp | 71.3%+25.7pp |
| Annual return | 17.71% | 64.45%-46.7pp | 1166.74%-1149.0pp | 378.57%-360.9pp |
| Employer contribution / active EE | $1,376 | $1,810-24.0% | $2,303-40.2% | $2,148-35.9% |
| Participant deferral / active EE | $3,651 | $2,875+27.0% | $3,336+9.5% | $3,539+3.2% |
| Admin fee / account holder | $243 | $159+53.0% | $6,423-96.2% | $142+71.1% |