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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV. Service code 15 · EIN 01-0233346 | Recordkeeping | $631,439 |
Service code 27 · EIN 39-1897480 | Advisory (Plan) | $99,149 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 | Contract Administrator | $22,650 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $18,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,400 | $53,204-46.6% | $155,556-81.7% | $200,096-85.8% |
| Participation rate | 92.9% | 64.1%+28.8pp | 78.2%+14.6pp | 72.0%+20.8pp |
| Annual return | 14.10% | 41.02%-26.9pp | 64.84%-50.7pp | 34.26%-20.2pp |
| Employer contribution / active EE | $83 | $1,850-95.5% | $4,675-98.2% | $3,038-97.3% |
| Participant deferral / active EE | $3,110 | $3,163-1.7% | $5,631-44.8% | $5,090-38.9% |
| Admin fee / account holder | $100 | $186-46.0% | $15,885-99.4% | $269-62.7% |