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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $66,591 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $31,681 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $11,550 |
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 | $81,721 | $61,473+32.9% | $81,7260% | $73,412+11.3% |
| Participation rate | 95.9% | 72.4%+23.5pp | 72.0%+23.9pp | 72.2%+23.7pp |
| Annual return | 12.29% | 28.26%-16.0pp | 29.49%-17.2pp | 59.30%-47.0pp |
| Employer contribution / active EE | $1,119 | $1,898-41.0% | $4,311-74.0% | $2,234-49.9% |
| Participant deferral / active EE | $4,142 | $3,080+34.5% | $7,108-41.7% | $3,806+8.8% |
| Admin fee / account holder | $211 | $125+68.0% | $5,160-95.9% | $158+33.5% |