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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $19,435 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,404 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,565 |
TIMESCALE FINANCIAL INC3 years Filed as: TIMESCALE FINANCIAL, INC. Service code 27 · EIN 47-3835496 | Advisory (Plan) | $5,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $64,857 | $91,474-29.1% | $135,982-52.3% | $71,529-9.3% |
| Participation rate | 67.9% | 75.7%-7.7pp | 81.9%-14.0pp | 67.9%0pp |
| Annual return | 25.18% | 29.89%-4.7pp | 68.32%-43.1pp | 28.97%-3.8pp |
| Employer contribution / active EE | $807 | $3,705-78.2% | $4,859-83.4% | $2,590-68.8% |
| Participant deferral / active EE | $7,039 | $7,095-0.8% | $7,760-9.3% | $4,291+64.0% |
| Admin fee / account holder | $265 | $1,267-79.1% | $10,767-97.5% | $1,588-83.3% |