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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 | $43,496+682.9% | $161,489+110.9% | $64,340+429.3% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 17.93% | 20.76%-2.8pp | 89.72%-71.8pp | 24.14%-6.2pp |
| Employer contribution / active EE | $20,965 | $1,431+1365.4% | $4,268+391.2% | $1,862+1026.1% |
| Participant deferral / active EE | $13,588 | $1,996+580.8% | $5,630+141.3% | $2,980+355.9% |
| Admin fee / account holder | $16 | $2,330-99.3% | $16,006-99.9% | $3,703-99.6% |