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: CWM, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $9,343 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,581 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,096 | $76,112-74.9% | $96,544-80.2% | $71,529-73.3% |
| Participation rate | 85.5% | 74.4%+11.1pp | 76.0%+9.5pp | 67.9%+17.5pp |
| Annual return | 15.69% | 22.80%-7.1pp | 25.88%-10.2pp | 28.97%-13.3pp |
| Employer contribution / active EE | $824 | $2,248-63.4% | $2,966-72.2% | $2,590-68.2% |
| Participant deferral / active EE | $2,422 | $4,217-42.6% | $4,851-50.1% | $4,291-43.6% |
| Admin fee / account holder | $145 | $2,708-94.7% | $8,254-98.2% | $1,588-90.9% |