Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION STRATEGIES, LLC1+ years Service code 11 · EIN 20-0333992 2141 E HIGHLAND AVE, STE 180 · PHOENIX, AZ 85016 | Actuarial | $6,631 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $558 |
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 | $46,784 | $46,360+0.9% | $147,618-68.3% | $52,331-10.6% |
| Participation rate | 99.0% | 64.9%+34.1pp | 84.6%+14.4pp | 68.1%+30.9pp |
| Annual return | -1.13% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $5,113 | $2,126+140.5% | $5,565-8.1% | $1,882+171.7% |
| Participant deferral / active EE | $3,559 | $2,258+57.7% | $4,895-27.3% | $3,022+17.8% |
| Admin fee / account holder | $261 | $766-65.9% | $11,612-97.8% | $592-55.9% |