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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC7 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 14 · EIN 38-2438760 | Plan Administrator | $2,875 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $74 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,127 | $101,653+29.0% | $147,080-10.8% | $74,459+76.1% |
| Participation rate | 94.3% | 75.6%+18.7pp | 82.2%+12.1pp | 67.2%+27.1pp |
| Annual return | 17.43% | 8754.98%-8737.5pp | 420.17%-402.7pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $4,699 | $3,813+23.2% | $4,933-4.7% | $2,626+79.0% |
| Participant deferral / active EE | $11,503 | $7,304+57.5% | $8,066+42.6% | $4,350+164.5% |
| Admin fee / account holder | $206 | $1,752-88.2% | $12,989-98.4% | $1,945-89.4% |