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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $196,466 |
PROCOURSE FIDUCIARY ADVISORS, LLC10+ years Service code 17 12800 N MERIDIAN · CARMEL, IN 46032 | Pension Consulting | $33,000 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $14,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,344 | $76,172-20.8% | $81,353-25.8% | $199,960-69.8% |
| Participation rate | 99.2% | 76.2%+23.0pp | 69.5%+29.7pp | 72.0%+27.2pp |
| Annual return | 13.40% | 15.59%-2.2pp | 24.82%-11.4pp | 34.28%-20.9pp |
| Employer contribution / active EE | $1,968 | $2,800-29.7% | $2,464-20.1% | $3,036-35.2% |
| Participant deferral / active EE | $4,715 | $4,200+12.2% | $3,885+21.4% | $5,087-7.3% |
| Admin fee / account holder | $172 | $146+17.5% | $5,766-97.0% | $269-36.2% |