Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES7+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $704,470 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $428,494 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,051 | $51,785+307.6% | $112,270+88.0% | $89,433+136.0% |
| Participation rate | 53.0% | 82.2%-29.1pp | 75.1%-22.0pp | 71.3%-18.2pp |
| Annual return | -15.12% | -11.06%-4.1pp | 27.49%-42.6pp | -11.88%-3.2pp |
| Employer contribution / active EE | $4,857 | $3,782+28.4% | $3,635+33.6% | $3,021+60.8% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $93 | $102-8.3% | $6,411-98.5% | $79+17.2% |