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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $57,188 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES GROUP, INC. Service code 27 · EIN 63-1207374 | Advisory (Plan) | $7,512 |
Filed as: MCDERMOTT, WILL, & EMERY Service code 29 · EIN 36-1453176 | Legal | $6,007 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,111 | $44,059+20.5% | $71,671-25.9% | $69,634-23.7% |
| Participation rate | 81.2% | 60.8%+20.4pp | 68.7%+12.5pp | 70.7%+10.5pp |
| Annual return | 57.46% | 21.97%+35.5pp | 20.65%+36.8pp | 27572.26%-27514.8pp |
| Employer contribution / active EE | $307 | $1,305-76.5% | $2,460-87.5% | $2,032-84.9% |
| Participant deferral / active EE | $1,101 | $2,370-53.6% | $3,438-68.0% | $3,224-65.9% |
| Admin fee / account holder | $201 | $108+86.6% | $5,558-96.4% | $110+81.9% |