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 |
|---|---|---|
Service code 10 · EIN 59-3560915 | Accounting | $4,700 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO.USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,850 |
TRIAD ADVISORS INC3 years Filed as: TRIAD INSURANCE INC Service code 26 3500 PARKWAY LANE · NORCROSS, GA 30092 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,257 | $101,672+59.6% | $147,117+10.3% | $74,478+117.9% |
| Participation rate | 97.1% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 15.52% | 8757.83%-8742.3pp | 420.54%-405.0pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $6,691 | $3,813+75.5% | $4,932+35.7% | $2,626+154.8% |
| Participant deferral / active EE | $5,005 | $7,305-31.5% | $8,065-37.9% | $4,350+15.1% |
| Admin fee / account holder | $594 | $1,753-66.1% | $12,993-95.4% | $1,946-69.5% |