Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FOUR SEASONS GROUP INC4+ years Filed as: FOUR SEASONS GROUP LLC Service code 60 · EIN 43-1502092 HORSESHOE BEND PKWY · LAKE OZARK, MO 65049 | Sub-TA Fees | $10,995 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,555 | $23,224-67.5% | $71,086-89.4% | $55,725-86.4% |
| Participation rate | 22.0% | 37.9%-15.9pp | 54.7%-32.6pp | 70.9%-48.8pp |
| Annual return | -4.84% | -2.87%-2.0pp | 650.59%-655.4pp | 244.93%-249.8pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $123 | $929-86.8% | $1,874-93.5% | $3,356-96.3% |
| Admin fee / account holder | $125 | $118+6.0% | $3,082-95.9% | $115+8.6% |