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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $9,782 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,933 |
CERITY PARTNERS1+ years Service code 27 99 PARK AVE · NEW YORK, NY 10016 | Advisory (Plan) | $6,526 |
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 | $13,283 | $54,729-75.7% | $86,235-84.6% | $71,529-81.4% |
| Participation rate | 83.5% | 60.1%+23.4pp | 69.0%+14.6pp | 67.9%+15.6pp |
| Annual return | 24.12% | 20.07%+4.1pp | 1170.03%-1145.9pp | 28.97%-4.9pp |
| Employer contribution / active EE | $1,170 | $1,267-7.7% | $2,381-50.9% | $2,590-54.8% |
| Participant deferral / active EE | $2,234 | $3,110-28.2% | $3,987-44.0% | $4,291-47.9% |
| Admin fee / account holder | $114 | $1,921-94.1% | $6,856-98.3% | $1,588-92.8% |