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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 PO BOX 55208 · BOSTON, MA 022055208 | Recordkeeping | $3,988 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Bank Trustee | $0 |
Service code 13 · EIN 62-1285777 5110 MARYLAND WAY · BRENTWOOD, TN 37027 | Contract Administrator | $0 |
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 | $340,531 | $45,343+651.0% | $150,298+126.6% | $67,986+400.9% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 17.93% | 33.28%-15.3pp | 62.79%-44.9pp | 31.67%-13.7pp |
| Employer contribution / active EE | $20,965 | $1,462+1334.1% | $4,154+404.7% | $2,019+938.5% |
| Participant deferral / active EE | $13,588 | $2,055+561.3% | $5,453+149.2% | $3,358+304.6% |
| Admin fee / account holder | $16 | $2,250-99.3% | $14,116-99.9% | $3,203-99.5% |