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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $65,026 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5117 GREEN BAY ROAD, STE B · KENOSHA, WI 53144 | Recordkeeping | $6,713 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $89,767 | $79,169+13.4% | $100,415-10.6% | $74,478+20.5% |
| Participation rate | 75.6% | 79.4%-3.8pp | 81.5%-5.9pp | 67.2%+8.4pp |
| Annual return | 11.69% | 20.51%-8.8pp | 49.47%-37.8pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $587 | $3,017-80.6% | $3,943-85.1% | $2,626-77.7% |
| Participant deferral / active EE | $3,576 | $7,751-53.9% | $8,091-55.8% | $4,350-17.8% |
| Admin fee / account holder | $481 | $1,337-64.0% | $7,906-93.9% | $1,946-75.3% |