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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 197 CLARENDON STREET · BOSTON, MA 02116 | Recordkeeping | $53,043 |
UMR10+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $17,000 |
STANDARD VALUATIONS7 years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327229 790 CLEVELAND AVE SOUTH · ST PAUL, MN 55116 | Advisory (Plan) | $12,467 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD, STE 400 · CINCINNATI, OH 45226 | Legal | $12,114 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,147 | $88,183-63.5% | $107,187-70.0% | $71,012-54.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 75.0%+25.0pp | 58.6%+41.4pp |
| Annual return | 11.23% | 16.47%-5.2pp | 204.55%-193.3pp | 37.67%-26.4pp |
| Employer contribution / active EE | $5,853 | $3,914+49.6% | $3,782+54.8% | $2,348+149.3% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $256 | $1,430-82.1% | $9,162-97.2% | $1,167-78.1% |