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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 | $30,131 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: PPG RETIREMENT PLAN SERVICES Service code 10 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Accounting | $7,873 |
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 | $56,797 | $59,535-4.6% | $90,161-37.0% | $62,293-8.8% |
| Participation rate | 90.2% | 73.0%+17.2pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 17.18% | 23.53%-6.3pp | 34.89%-17.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,812 | $1,826-0.8% | $3,318-45.4% | $2,042-11.3% |
| Participant deferral / active EE | $3,727 | $4,639-19.7% | $5,287-29.5% | $3,169+17.6% |
| Admin fee / account holder | $169 | $337-49.8% | $5,943-97.2% | $479-64.8% |