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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,465 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES SERVICE NETWORK Service code 27 9729 COGDILL RD · KNOXVILLE, TN 37932 | Advisory (Plan) | $5,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,053 | $48,064+10.4% | $78,778-32.7% | $69,631-23.8% |
| Participation rate | 51.0% | 61.6%-10.5pp | 69.2%-18.1pp | 70.7%-19.6pp |
| Annual return | 15.42% | 21.81%-6.4pp | 35.62%-20.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $401 | $744-46.1% | $1,986-79.8% | $2,032-80.3% |
| Participant deferral / active EE | $2,607 | $2,079+25.4% | $2,958-11.9% | $3,224-19.1% |
| Admin fee / account holder | $90 | $152-40.6% | $5,134-98.2% | $110-18.2% |