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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $26,128 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: PPG RETIREMENT PLAN SERVICES Service code 10 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Accounting | $7,618 |
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 | $43,520 | $51,244-15.1% | $80,977-46.3% | $55,167-21.1% |
| Participation rate | 92.7% | 71.7%+21.0pp | 75.8%+16.9pp | 69.0%+23.7pp |
| Annual return | 6.57% | 17.39%-10.8pp | 17.11%-10.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,666 | $1,770-5.9% | $3,715-55.2% | $1,963-15.1% |
| Participant deferral / active EE | $3,456 | $4,418-21.8% | $5,696-39.3% | $3,054+13.2% |
| Admin fee / account holder | $139 | $398-65.0% | $5,517-97.5% | $504-72.3% |