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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $150,249 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $32,770 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,428 | $61,756-8.6% | $69,890-19.3% | $77,906-27.6% |
| Participation rate | 93.4% | 79.9%+13.5pp | 70.5%+22.9pp | 73.7%+19.7pp |
| Annual return | -14.08% | -11.86%-2.2pp | 190.84%-204.9pp | 12.16%-26.2pp |
| Employer contribution / active EE | $1,726 | $2,706-36.2% | $2,560-32.6% | $2,846-39.4% |
| Participant deferral / active EE | $3,827 | $3,977-3.8% | $3,848-0.6% | $4,805-20.4% |
| Admin fee / account holder | $172 | $101+69.5% | $6,267-97.3% | $133+29.5% |