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 TRUSTEES8+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $706,323 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $430,498 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE 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 | $230,858 | $55,730+314.2% | $96,543+139.1% | $96,393+139.5% |
| Participation rate | 50.9% | 82.8%-32.0pp | 74.3%-23.5pp | 71.3%-20.4pp |
| Annual return | 10.58% | 12.78%-2.2pp | 35.75%-25.2pp | 22.88%-12.3pp |
| Employer contribution / active EE | $5,117 | $4,014+27.5% | $3,741+36.8% | $3,239+58.0% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $92 | $105-12.7% | $6,737-98.6% | $74+24.7% |