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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,850 |
Service code 10 · EIN 59-3560915 | Accounting | $5,540 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 26 200 LIBERTY FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,397 | $76,669+20.5% | $96,520-4.3% | $71,495+29.2% |
| Participation rate | 94.7% | 66.6%+28.1pp | 74.3%+20.3pp | 67.9%+26.8pp |
| Annual return | 15.02% | 48.29%-33.3pp | 35.72%-20.7pp | 28.85%-13.8pp |
| Employer contribution / active EE | $4,044 | $3,031+33.4% | $3,739+8.2% | $2,589+56.2% |
| Participant deferral / active EE | $4,658 | $3,771+23.5% | $4,879-4.5% | $4,291+8.6% |
| Admin fee / account holder | $63 | $2,028-96.9% | $6,733-99.1% | $1,588-96.0% |