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 | $151,855 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $31,858 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $11,860 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,686 | $66,528+15.3% | $86,625-11.5% | $86,821-11.7% |
| Participation rate | 94.4% | 72.4%+22.0pp | 71.6%+22.7pp | 72.3%+22.1pp |
| Annual return | 13.43% | 19.56%-6.1pp | 63.52%-50.1pp | 97.94%-84.5pp |
| Employer contribution / active EE | $1,376 | $2,007-31.4% | $2,496-44.9% | $2,406-42.8% |
| Participant deferral / active EE | $3,847 | $3,240+18.7% | $3,700+4.0% | $4,132-6.9% |
| Admin fee / account holder | $209 | $148+41.2% | $5,830-96.4% | $170+23.3% |