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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 | $2,216 |
CHARLES SCHWAB & CO., INC.2 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 | $307,225 | $55,437+454.2% | $155,534+97.5% | $74,459+312.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.43% | 269.58%-254.2pp | 64.92%-49.5pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $19,642 | $2,266+766.8% | $4,675+320.2% | $2,626+648.0% |
| Participant deferral / active EE | $12,708 | $2,837+347.9% | $5,630+125.7% | $4,350+192.2% |
| Admin fee / account holder | $10 | $1,742-99.4% | $15,900-99.9% | $1,945-99.5% |