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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $197,373 |
RBC WEALTH MANAGEMENT5 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $83,872 |
PLUMBERS LOCAL UNION 4309+ years Service code 13 · EIN 73-1530462 | Contract Administrator | $74,326 |
Service code 29 · EIN 72-0999672 | Legal | $26,868 |
Filed as: BRYAN, LITTLE, HALEY & KENT PC Service code 10 · EIN 73-0941849 | Accounting | $21,500 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $8,250 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,182 | $88,479-70.4% | $96,538-72.9% | $80,169-67.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 12.54% | 22.53%-10.0pp | 35.74%-23.2pp | 40.39%-27.9pp |
| Employer contribution / active EE | $2,614 | $4,177-37.4% | $3,740-30.1% | $2,978-12.2% |
| Participant deferral / active EE | $259 | $3,961-93.5% | $4,880-94.7% | $5,016-94.8% |
| Admin fee / account holder | $147 | $211-30.3% | $6,737-97.8% | $145+1.7% |