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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 | $81,557-60.6% | $123,973-74.1% | $65,191-50.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 11.23% | 11.45%-0.2pp | 388.13%-376.9pp | 51.24%-40.0pp |
| Employer contribution / active EE | $5,853 | $4,637+26.2% | $4,126+41.9% | $2,400+143.9% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $256 | $1,040-75.4% | $11,799-97.8% | $907-71.8% |