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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $82,746 |
BKD, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $13,198 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,268 | $63,905+89.8% | $74,184+63.5% | $57,658+110.3% |
| Participation rate | 95.1% | 79.8%+15.3pp | 76.6%+18.5pp | 70.2%+24.9pp |
| Annual return | 8.02% | 60.60%-52.6pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $3,381 | $1,840+83.7% | $2,370+42.6% | $1,974+71.3% |
| Participant deferral / active EE | $10,274 | $3,448+198.0% | $3,550+189.4% | $3,061+235.7% |
| Admin fee / account holder | $148 | $91+62.9% | $5,586-97.3% | $95+57.0% |