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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PARK AVENUE SECURITIES, LLC Service code 27 10 HUDSON YARDS · NEW YORK, NY 10001 | Advisory (Plan) | $12,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $11,301 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,029 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,239 | $50,919-68.1% | $155,556-89.6% | $77,762-79.1% |
| Participation rate | 88.1% | 63.1%+25.0pp | 78.2%+9.9pp | 70.6%+17.5pp |
| Annual return | 17.18% | 34.84%-17.7pp | 64.84%-47.7pp | 31.27%-14.1pp |
| Employer contribution / active EE | $1,509 | $1,991-24.2% | $4,675-67.7% | $2,728-44.7% |
| Participant deferral / active EE | $2,782 | $2,824-1.5% | $5,631-50.6% | $4,651-40.2% |
| Admin fee / account holder | $84 | $437-80.7% | $15,885-99.5% | $433-80.5% |