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 15 · EIN 59-3560915 | Recordkeeping | $10,154 |
SALTMARSH, CLEVELAND & GUND2 years Filed as: SALTMARSH, CLEAVELAND & GUND Service code 10 · EIN 59-2922169 | Accounting | $10,000 |
Service code 29 · EIN 59-3429921 | Legal | $8,400 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $756 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,308 | $58,726-31.4% | $92,240-56.3% | $62,293-35.3% |
| Participation rate | 86.5% | 68.3%+18.1pp | 76.5%+10.0pp | 69.5%+17.0pp |
| Annual return | 114.28% | 43.62%+70.7pp | 176.29%-62.0pp | 28.90%+85.4pp |
| Employer contribution / active EE | $1,092 | $2,392-54.3% | $3,680-70.3% | $2,042-46.5% |
| Participant deferral / active EE | $3,070 | $2,766+11.0% | $3,897-21.2% | $3,169-3.1% |
| Admin fee / account holder | $42 | $556-92.4% | $5,194-99.2% | $479-91.2% |