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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT CAPITAL1 year Service code 28 1401 DOVE STREET · NEWPORT BEACH, CA 92660 | Investment Management | $99,165 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $10,050 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $64,901 | $106,230-38.9% | $147,080-55.9% | $77,736-16.5% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 17.08% | 56.91%-39.8pp | 420.17%-403.1pp | 31.26%-14.2pp |
| Employer contribution / active EE | $2 | $4,072-100.0% | $4,933-100.0% | $2,728-99.9% |
| Participant deferral / active EE | $12,161 | $8,001+52.0% | $8,066+50.8% | $4,651+161.5% |
| Admin fee / account holder | $249 | $338-26.5% | $12,989-98.1% | $433-42.6% |