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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $189,694 |
Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $33,000 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $27,250 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,546 | $73,034-23.9% | $76,902-27.8% | $80,169-30.7% |
| Participation rate | 97.4% | 78.1%+19.3pp | 69.6%+27.8pp | 72.9%+24.4pp |
| Annual return | 15.80% | 18.56%-2.8pp | 37.91%-22.1pp | 40.39%-24.6pp |
| Employer contribution / active EE | $1,717 | $2,779-38.2% | $2,534-32.2% | $2,978-42.3% |
| Participant deferral / active EE | $4,122 | $4,140-0.4% | $3,833+7.5% | $5,016-17.8% |
| Admin fee / account holder | $181 | $104+74.9% | $5,479-96.7% | $145+25.1% |