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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUNDERS FINANCIAL ADVISORS Service code 26 · EIN 82-7516448 | Advisory (Participants) | $17,581 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $6,837 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $6,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,375 | $40,435-47.1% | $80,627-73.5% | $74,460-71.3% |
| Participation rate | 51.3% | 47.4%+3.9pp | 67.0%-15.7pp | 70.7%-19.5pp |
| Annual return | 76.79% | 165.19%-88.4pp | 936.76%-860.0pp | 34.38%+42.4pp |
| Employer contribution / active EE | $717 | $1,498-52.1% | $2,723-73.7% | $2,638-72.8% |
| Participant deferral / active EE | $2,076 | $2,673-22.3% | $4,443-53.3% | $4,530-54.2% |
| Admin fee / account holder | $231 | $721-68.0% | $5,381-95.7% | $348-33.7% |