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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 197 CLARENDON STREET · BOSTON, MA 02116 | Recordkeeping | $49,934 |
UMR9+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $14,057 |
STANDARD VALUATIONS6 years Filed as: STANDARD VALUATIONS INC Service code 26 · EIN 41-1327229 790 CLEVELAND AVE SOUTH · ST PAUL, MN 55116 | Advisory (Participants) | $12,500 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD, STE 400 · CINCINNATI, OH 45226 | Legal | $9,747 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,123 | $82,979-67.3% | $102,412-73.5% | $77,736-65.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 18.43% | 19.11%-0.7pp | 24.94%-6.5pp | 31.26%-12.8pp |
| Employer contribution / active EE | $4,594 | $3,554+29.3% | $3,870+18.7% | $2,728+68.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $248 | $639-61.2% | $8,388-97.0% | $433-42.8% |