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| Provider | Service type | Compensation |
|---|---|---|
SALTMARSH, CLEVELAND & GUND3 years Filed as: SALTMARSH, CLEAVELAND & GUND Service code 10 · EIN 59-2922169 | Accounting | $19,100 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,248 |
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 | $37,190 | $55,449-32.9% | $83,830-55.6% | $56,287-33.9% |
| Participation rate | 88.8% | 68.0%+20.8pp | 76.1%+12.7pp | 69.9%+19.0pp |
| Annual return | -4.51% | -1.38%-3.1pp | 850.97%-855.5pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,085 | $2,430-55.4% | $3,631-70.1% | $2,111-48.6% |
| Participant deferral / active EE | $2,953 | $2,935+0.6% | $4,082-27.7% | $3,350-11.8% |
| Admin fee / account holder | $70 | $656-89.3% | $5,479-98.7% | $521-86.5% |