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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS Service code 99 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Other Fees | $52,500 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,543 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,197 | $55,437+53.7% | $155,534-45.2% | $74,459+14.4% |
| Participation rate | 86.9% | 61.9%+25.0pp | 78.2%+8.7pp | 67.2%+19.7pp |
| Annual return | 14.38% | 269.58%-255.2pp | 64.92%-50.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $2,256 | $2,266-0.4% | $4,675-51.7% | $2,626-14.1% |
| Participant deferral / active EE | $4,984 | $2,837+75.7% | $5,630-11.5% | $4,350+14.6% |
| Admin fee / account holder | $486 | $1,742-72.1% | $15,900-96.9% | $1,945-75.0% |