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 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 | $46,688+629.4% | $189,758+79.5% | $69,733+388.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 79.8%+20.2pp | 62.5%+37.5pp |
| Annual return | 17.93% | 14.35%+3.6pp | 52.62%-34.7pp | 15.22%+2.7pp |
| Employer contribution / active EE | $20,965 | $1,695+1136.9% | $4,767+339.8% | $2,250+831.6% |
| Participant deferral / active EE | $13,588 | $2,143+534.1% | $5,856+132.0% | $3,054+344.8% |
| Admin fee / account holder | $16 | $1,700-99.1% | $20,388-99.9% | $3,102-99.5% |