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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $60,061 |
Service code 27 20 GLOVER AVE · NORWALK, CT 06850 | Advisory (Plan) | $14,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,680 | $112,623-45.2% | $106,201-41.9% | $199,768-69.1% |
| Participation rate | 88.9% | 86.2%+2.7pp | 75.3%+13.6pp | 72.0%+16.9pp |
| Annual return | 15.79% | 15.57%+0.2pp | 116.26%-100.5pp | 34.26%-18.5pp |
| Employer contribution / active EE | $2,796 | $4,575-38.9% | $3,170-11.8% | $3,037-7.9% |
| Participant deferral / active EE | $5,242 | $6,659-21.3% | $5,012+4.6% | $5,090+3.0% |
| Admin fee / account holder | $42 | $107-60.4% | $11,039-99.6% | $269-84.2% |