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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $23,372 |
SECURITIES AMERICA INC3 years Filed as: BB&T SECURITIES, LLC Service code 26 · EIN 20-5817590 | Advisory (Participants) | $10,773 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,662 | $56,918-79.5% | $182,540-93.6% | $65,185-82.1% |
| Participation rate | 68.6% | 66.5%+2.1pp | 78.0%-9.4pp | 70.2%-1.6pp |
| Annual return | 45.60% | 27.67%+17.9pp | 148.58%-103.0pp | 29.38%+16.2pp |
| Employer contribution / active EE | $476 | $1,615-70.5% | $4,076-88.3% | $2,177-78.1% |
| Participant deferral / active EE | $1,795 | $3,526-49.1% | $5,525-67.5% | $3,514-48.9% |
| Admin fee / account holder | $153 | $531-71.2% | $8,593-98.2% | $847-81.9% |