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 |
|---|---|---|
HANTZMON WIEBEL LLP2 years Filed as: HANTZMON WIEBEL, LLP Service code 10 · EIN 54-0618213 | Accounting | $11,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $9,520 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,313 | $80,753+67.6% | $136,298-0.7% | $62,293+117.2% |
| Participation rate | 87.3% | 73.5%+13.8pp | 81.9%+5.4pp | 69.5%+17.8pp |
| Annual return | 17.88% | 35.83%-18.0pp | 5156.27%-5138.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,139 | $2,884-60.5% | $4,696-75.7% | $2,042-44.2% |
| Participant deferral / active EE | $7,746 | $5,164+50.0% | $6,247+24.0% | $3,169+144.4% |
| Admin fee / account holder | $79 | $525-84.9% | $9,244-99.1% | $479-83.5% |