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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SUMMIT FINANCIAL LLC Service code 26 · EIN 37-1895248 | Advisory (Participants) | $56,637 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $23,471 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,760 | $106,264-30.6% | $147,117-49.9% | $77,762-5.1% |
| Participation rate | 92.7% | 78.4%+14.3pp | 82.2%+10.5pp | 70.6%+22.1pp |
| Annual return | 15.55% | 56.94%-41.4pp | 420.54%-405.0pp | 31.27%-15.7pp |
| Employer contribution / active EE | $2,189 | $4,074-46.3% | $4,932-55.6% | $2,728-19.7% |
| Participant deferral / active EE | $6,558 | $8,003-18.1% | $8,065-18.7% | $4,651+41.0% |
| Admin fee / account holder | $145 | $334-56.8% | $12,993-98.9% | $433-66.6% |