Filed September 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $166,154 |
IRA GROUP3+ years Filed as: IRA GROUP, INC. Service code 20 · EIN 58-1989031 | Direct payment from the plan; Trustee... | $7,500 |
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 | $132,078 | $75,284+75.4% | $91,004+45.1% | $69,634+89.7% |
| Participation rate | 66.3% | 80.4%-14.1pp | 75.6%-9.3pp | 70.7%-4.4pp |
| Annual return | 16.69% | 48.40%-31.7pp | 4.60%+12.1pp | 27572.26%-27555.6pp |
| Employer contribution / active EE | $2,545 | $2,473+2.9% | $2,456+3.6% | $2,032+25.2% |
| Participant deferral / active EE | $4,660 | $3,700+26.0% | $3,548+31.4% | $3,224+44.6% |
| Admin fee / account holder | $148 | $111+34.2% | $5,417-97.3% | $110+34.4% |