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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $13,012 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 5707 SW PKWY · AUSTIN, TX 78735 | Advisory (Participants) | $11,763 |
Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $1,252 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,020 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,094 | $69,515-59.6% | $86,868-67.7% | $85,856-67.3% |
| Participation rate | 75.0% | 66.3%+8.7pp | 71.6%+3.4pp | 69.3%+5.7pp |
| Annual return | 13.76% | 20.12%-6.4pp | 63.53%-49.8pp | 318.58%-304.8pp |
| Employer contribution / active EE | $1,349 | $1,880-28.2% | $2,496-45.9% | $2,565-47.4% |
| Participant deferral / active EE | $2,209 | $2,919-24.3% | $3,699-40.3% | $3,952-44.1% |
| Admin fee / account holder | $192 | $5,972-96.8% | $5,829-96.7% | $6,261-96.9% |