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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 | $78,976+13.7% | $100,383-10.6% | $74,546+20.4% |
| Participation rate | 75.6% | 79.5%-3.9pp | 81.5%-5.9pp | 67.2%+8.4pp |
| Annual return | 11.69% | 20.62%-8.9pp | 49.26%-37.6pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $587 | $3,019-80.6% | $3,944-85.1% | $2,624-77.6% |
| Participant deferral / active EE | $3,576 | $7,758-53.9% | $8,086-55.8% | $4,347-17.7% |
| Admin fee / account holder | $481 | $1,330-63.8% | $7,900-93.9% | $1,944-75.2% |