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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $55,200 |
PLANNING CORP OF AMERICA3 years Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 26 · EIN 45-0491716 8161 MAPLE LAWN BLVD - SUITE 400 · FULTON, MD 20759 | Advisory (Participants) | $40,000 |
Service code 29 1 RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Legal | $19,850 |
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 | $144,656 | $52,293+176.6% | $178,499-19.0% | $73,412+97.0% |
| Participation rate | 84.8% | 65.3%+19.5pp | 81.9%+2.9pp | 72.2%+12.6pp |
| Annual return | 17.29% | 34.75%-17.5pp | 151.10%-133.8pp | 59.30%-42.0pp |
| Employer contribution / active EE | $6,294 | $1,735+262.7% | $5,011+25.6% | $2,234+181.8% |
| Participant deferral / active EE | $5,179 | $2,332+122.1% | $5,202-0.4% | $3,806+36.1% |
| Admin fee / account holder | $295 | $127+131.9% | $13,986-97.9% | $158+87.0% |