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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $11,403 |
KSJG, LLP1 year Filed as: KUSHNER SMITH JOANOU & GREGSON, LLP Service code 10 · EIN 95-3322166 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,423 | $155,795-81.1% | $136,298-78.4% | $69,631-57.7% |
| Participation rate | 62.4% | 75.2%-12.8pp | 81.9%-19.5pp | 70.7%-8.3pp |
| Annual return | 23.31% | 232464.33%-232441.0pp | 5156.27%-5133.0pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $1,040 | $2,991-65.2% | $4,696-77.9% | $2,032-48.8% |
| Participant deferral / active EE | $3,066 | $5,394-43.2% | $6,247-50.9% | $3,224-4.9% |
| Admin fee / account holder | $27 | $128-79.2% | $9,244-99.7% | $110-75.9% |