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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Service code 27 · EIN 20-2480800 | Advisory (Plan) | $35,159 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,374 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,972 | $79,181-76.0% | $102,423-81.5% | $74,429-74.5% |
| Participation rate | 87.8% | 74.8%+13.0pp | 76.5%+11.3pp | 67.2%+20.6pp |
| Annual return | 14.67% | 54.97%-40.3pp | 29.42%-14.8pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $1,407 | $2,362-40.4% | $3,023-53.4% | $2,625-46.4% |
| Participant deferral / active EE | $2,920 | $4,416-33.9% | $5,054-42.2% | $4,348-32.9% |
| Admin fee / account holder | $206 | $2,002-89.7% | $9,455-97.8% | $1,944-89.4% |