Filed February 29, 2016
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 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 | $54,193-9.5% | $93,669-47.7% | $77,714-36.9% |
| Participation rate | 50.3% | 63.9%-13.7pp | 68.7%-18.5pp | 70.6%-20.3pp |
| Annual return | 19.38% | 30.54%-11.2pp | 133.59%-114.2pp | 31.26%-11.9pp |
| Employer contribution / active EE | $1,362 | $1,168+16.6% | $2,424-43.8% | $2,727-50.0% |
| Participant deferral / active EE | $2,384 | $3,144-24.2% | $4,416-46.0% | $4,649-48.7% |
| Admin fee / account holder | $270 | $576-53.2% | $8,291-96.7% | $433-37.8% |