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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $72,428 |
Filed as: USB FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $19,132 |
BKD, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $13,755 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $154,152 | $73,404+110.0% | $87,104+77.0% | $67,579+128.1% |
| Participation rate | 96.0% | 80.9%+15.1pp | 76.9%+19.1pp | 71.3%+24.7pp |
| Annual return | 21.37% | 48.29%-26.9pp | 28.19%-6.8pp | 378.56%-357.2pp |
| Employer contribution / active EE | $3,546 | $2,014+76.1% | $2,521+40.6% | $2,148+65.1% |
| Participant deferral / active EE | $11,811 | $3,913+201.9% | $4,048+191.7% | $3,539+233.7% |
| Admin fee / account holder | $148 | $142+4.2% | $7,491-98.0% | $142+3.7% |