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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,354 |
Filed as: PRINCIPAL SECURITIES Service code 49 · EIN 42-0941553 | Other Services | $6,987 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,592 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,758 | $58,888-83.4% | $178,499-94.5% | $73,493-86.7% |
| Participation rate | 94.0% | 66.2%+27.8pp | 81.9%+12.1pp | 70.7%+23.3pp |
| Annual return | 15.26% | 24.86%-9.6pp | 151.10%-135.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $772 | $2,236-65.5% | $5,011-84.6% | $2,270-66.0% |
| Participant deferral / active EE | $2,522 | $2,568-1.8% | $5,202-51.5% | $3,740-32.6% |
| Admin fee / account holder | $113 | $400-71.8% | $13,986-99.2% | $513-78.0% |