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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 | $43,749+678.4% | $158,223+115.2% | $65,306+421.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 79.2%+20.8pp | 57.7%+42.3pp |
| Annual return | 17.93% | 19.41%-1.5pp | 52.09%-34.2pp | 21.94%-4.0pp |
| Employer contribution / active EE | $20,965 | $1,497+1300.1% | $4,109+410.2% | $1,967+965.7% |
| Participant deferral / active EE | $13,588 | $2,019+573.0% | $5,467+148.5% | $2,959+359.1% |
| Admin fee / account holder | $16 | $1,930-99.2% | $16,047-99.9% | $3,480-99.5% |