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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0234446 | Recordkeeping | $32,076 |
ELLIOTT DAVIS, LLC3 years Service code 10 · EIN 57-0381582 | Accounting | $1,673 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,804 | $66,813+4.5% | $100,516-30.6% | $73,488-5.0% |
| Participation rate | 75.2% | 77.5%-2.2pp | 79.4%-4.2pp | 70.7%+4.6pp |
| Annual return | 13.30% | 25.70%-12.4pp | 30.89%-17.6pp | 28.51%-15.2pp |
| Employer contribution / active EE | $544 | $2,147-74.7% | $3,418-84.1% | $2,270-76.0% |
| Participant deferral / active EE | $4,102 | $5,883-30.3% | $6,270-34.6% | $3,740+9.7% |
| Admin fee / account holder | $30 | $512-94.2% | $8,081-99.6% | $513-94.2% |