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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE Service code 15 · EIN 01-0233346 | Recordkeeping | $316,569 |
HARPER & PEARSON COMPANY, P.C.10+ years Filed as: HARPER & PEARSON COMPANY, PC. Service code 10 · EIN 74-1695589 | Accounting | $51,500 |
BENEFIT RESOURCES, INC.3 years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0223606 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $20,196 |
BAKER & BOTTS10+ years Service code 29 · EIN 74-1195457 | Legal | $15,143 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $10,483 | $241,850-95.7% | $102,412-89.8% | $199,960-94.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.88% | 17.67%-5.8pp | 24.94%-13.1pp | 34.28%-22.4pp |
| Employer contribution / active EE | $953 | $4,253-77.6% | $3,870-75.4% | $3,036-68.6% |
| Participant deferral / active EE | $9 | $3,961-99.8% | $5,060-99.8% | $5,087-99.8% |
| Admin fee / account holder | $101 | $288-65.0% | $8,388-98.8% | $269-62.5% |