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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 27-1933956 PO BOX 14385 · SCOTTSDALE, AZ 85267 | Advisory (Participants) | $14,883 |
PENSION STRATEGIES, LLC2+ years Service code 11 · EIN 20-0333992 2141 E HIGHLAND AVE, STE 180 · PHOENIX, AZ 85016 | Actuarial | $3,175 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $544 |
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 | $39,241 | $46,732-16.0% | $156,551-74.9% | $55,167-28.9% |
| Participation rate | 98.0% | 65.8%+32.2pp | 84.0%+14.0pp | 69.0%+29.0pp |
| Annual return | 5.77% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $4,352 | $2,105+106.7% | $5,501-20.9% | $1,963+121.8% |
| Participant deferral / active EE | $2,782 | $2,204+26.2% | $4,871-42.9% | $3,054-8.9% |
| Admin fee / account holder | $84 | $418-79.8% | $13,028-99.4% | $504-83.2% |