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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,610 |
Service code 27 · EIN 20-8764829 | Advisory (Plan) | $10,799 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,424 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,545 | $88,203-69.9% | $165,100-83.9% | $74,478-64.4% |
| Participation rate | 97.4% | 73.1%+24.3pp | 78.6%+18.8pp | 67.2%+30.2pp |
| Annual return | 14.36% | 17.13%-2.8pp | 70.21%-55.9pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $489 | $2,601-81.2% | $4,348-88.7% | $2,626-81.4% |
| Participant deferral / active EE | $2,678 | $4,505-40.6% | $6,035-55.6% | $4,350-38.4% |
| Admin fee / account holder | $122 | $2,235-94.6% | $12,696-99.0% | $1,946-93.7% |