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 RETIREMENT PLN SRV LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $123,938 |
Service code 13 · EIN 20-0188125 | Contract Administrator | $34,000 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,500 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $16,000 |
CAVANAGH & O'HARA9 years Service code 29 · EIN 37-1259635 | Legal | $13,847 |
Service code 10 · EIN 36-6121856 | Accounting | $13,215 |
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 | $14,723 | $96,999-84.8% | $123,973-88.1% | $83,436-82.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 76.7%+23.3pp | 73.2%+26.8pp |
| Annual return | 9.44% | 8.97%+0.5pp | 388.13%-378.7pp | 19.34%-9.9pp |
| Employer contribution / active EE | $3,324 | $5,808-42.8% | $4,126-19.4% | $4,072-18.4% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,247-100.0% | $3,411-100.0% |
| Admin fee / account holder | $119 | $227-47.6% | $11,799-99.0% | $265-55.1% |