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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1 year Service code 27 · EIN 20-2480800 | Advisory (Plan) | $24,228 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,977 |
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 | $14,407 | $76,112-81.1% | $96,534-85.1% | $71,511-79.9% |
| Participation rate | 85.2% | 74.4%+10.8pp | 76.0%+9.2pp | 67.9%+17.3pp |
| Annual return | 20.44% | 22.81%-2.4pp | 25.88%-5.4pp | 28.86%-8.4pp |
| Employer contribution / active EE | $1,408 | $2,248-37.3% | $2,965-52.5% | $2,589-45.6% |
| Participant deferral / active EE | $2,795 | $4,217-33.7% | $4,851-42.4% | $4,291-34.9% |
| Admin fee / account holder | $150 | $2,708-94.5% | $8,253-98.2% | $1,588-90.5% |