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 | $5,540 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO.USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,542 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 28 · EIN 31-0841368 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,821 | $89,652+34.8% | $141,191-14.4% | $65,185+85.4% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.5%+16.1pp | 70.2%+28.4pp |
| Annual return | 19.38% | 32.79%-13.4pp | 71.41%-52.0pp | 29.38%-10.0pp |
| Employer contribution / active EE | $5,475 | $3,065+78.7% | $4,736+15.6% | $2,177+151.5% |
| Participant deferral / active EE | $4,539 | $5,691-20.2% | $6,710-32.4% | $3,514+29.2% |
| Admin fee / account holder | $530 | $569-6.8% | $10,264-94.8% | $847-37.5% |