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 | $45,891 |
GREENWALT CPAS, INC.2 years Service code 10 · EIN 35-1489621 | Accounting | $21,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $657,657 | $101,591+547.4% | $147,096+347.1% | $74,429+783.6% |
| Participation rate | 98.3% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | 15.57% | 8746.45%-8730.9pp | 419.75%-404.2pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $18,492 | $3,813+385.0% | $4,936+274.6% | $2,625+604.5% |
| Participant deferral / active EE | $14,497 | $7,302+98.5% | $8,071+79.6% | $4,348+233.4% |
| Admin fee / account holder | $311 | $1,750-82.2% | $13,005-97.6% | $1,944-84.0% |