Filed April 4, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JAMES MOORE & CO., P.L.2+ years Filed as: JAMES MOORE & COMPANY Service code 10 · EIN 59-3204548 121 EXECUTIVE CIRCLE · DAYTONA BEACH, FL 32114 | Accounting | $8,234 |
Filed as: JOHN HANCOCK (USA) Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14302 | Recordkeeping | $609 |
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 | $18,329 | $55,453-66.9% | $170,435-89.2% | $62,293-70.6% |
| Participation rate | 76.6% | 66.4%+10.2pp | 83.6%-7.0pp | 69.5%+7.1pp |
| Annual return | 12.41% | 21.38%-9.0pp | 205.94%-193.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $993 | $2,164-54.1% | $5,432-81.7% | $2,042-51.4% |
| Participant deferral / active EE | $1,387 | $2,303-39.8% | $4,939-71.9% | $3,169-56.2% |
| Admin fee / account holder | $90 | $455-80.2% | $13,881-99.4% | $479-81.2% |