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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $51,923 |
HARBOR1 year Filed as: HARBOR INVESTMENT ADVISORY Service code 16 2330 W JOPPA RD #160 · TIMONIUM, MD 21093 | Consulting | $24,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $28,380 | $106,230-73.3% | $147,080-80.7% | $77,736-63.5% |
| Participation rate | 61.7% | 78.4%-16.7pp | 82.2%-20.5pp | 70.6%-8.9pp |
| Annual return | 27.39% | 56.91%-29.5pp | 420.17%-392.8pp | 31.26%-3.9pp |
| Employer contribution / active EE | $1,176 | $4,072-71.1% | $4,933-76.2% | $2,728-56.9% |
| Participant deferral / active EE | $2,421 | $8,001-69.7% | $8,066-70.0% | $4,651-47.9% |
| Admin fee / account holder | $136 | $338-59.8% | $12,989-99.0% | $433-68.6% |