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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $50,700 |
PLANNING CORP OF AMERICA2 years Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 26 · EIN 45-0491716 8161 MAPLE LAWN BLVD - SUITE 400 · FULTON, MD 20759 | Advisory (Participants) | $29,996 |
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 | $125,800 | $62,928+99.9% | $172,752-27.2% | $67,579+86.2% |
| Participation rate | 83.1% | 64.5%+18.6pp | 82.6%+0.4pp | 71.3%+11.8pp |
| Annual return | 65.88% | 30.36%+35.5pp | 802.97%-737.1pp | 378.56%-312.7pp |
| Employer contribution / active EE | $6,039 | $1,636+269.1% | $5,144+17.4% | $2,148+181.2% |
| Participant deferral / active EE | $5,323 | $2,145+148.2% | $5,198+2.4% | $3,539+50.4% |
| Admin fee / account holder | $229 | $167+37.2% | $13,955-98.4% | $142+60.6% |