Filed February 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $60,986 |
EDWARD JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $45,028 |
HARDING, SHYMANSKI & COMPANY, PSC10+ years Service code 13 21 SE THIRD STREET, SUITE 500 · EVANSVILLE, IN 47708 | Contract Administrator | $9,006 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $3,602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,034 | $54,245-9.6% | $93,727-47.7% | $77,762-36.9% |
| Participation rate | 50.3% | 63.9%-13.7pp | 68.7%-18.4pp | 70.6%-20.3pp |
| Annual return | 19.38% | 30.58%-11.2pp | 133.83%-114.5pp | 31.27%-11.9pp |
| Employer contribution / active EE | $1,362 | $1,168+16.7% | $2,421-43.7% | $2,728-50.1% |
| Participant deferral / active EE | $2,384 | $3,144-24.2% | $4,417-46.0% | $4,651-48.7% |
| Admin fee / account holder | $270 | $575-53.1% | $8,292-96.7% | $433-37.7% |