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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $155,435 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $86,101 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $10,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,902 | $120,450-54.4% | $159,474-65.6% | $93,010-41.0% |
| Participation rate | 81.7% | 78.0%+3.7pp | 82.8%-1.1pp | 73.9%+7.8pp |
| Annual return | 28.51% | 27.11%+1.4pp | 263.68%-235.2pp | 158.70%-130.2pp |
| Employer contribution / active EE | $1,238 | $3,526-64.9% | $4,831-74.4% | $2,705-54.2% |
| Participant deferral / active EE | $4,786 | $7,283-34.3% | $7,353-34.9% | $4,561+4.9% |
| Admin fee / account holder | $146 | $137+6.7% | $10,802-98.6% | $152-3.8% |