Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $97,528 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION Service code 14 · EIN 72-0999988 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Plan Administrator | $12,500 |
ARMANINO LLP2 years Filed as: ARMANINO, LLP Service code 99 · EIN 94-6214841 | Other Fees | $12,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,007 | $53,204-13.5% | $155,556-70.4% | $200,096-77.0% |
| Participation rate | 47.0% | 64.1%-17.1pp | 78.2%-31.2pp | 72.0%-25.0pp |
| Annual return | 14.54% | 41.02%-26.5pp | 64.84%-50.3pp | 34.26%-19.7pp |
| Employer contribution / active EE | $407 | $1,850-78.0% | $4,675-91.3% | $3,038-86.6% |
| Participant deferral / active EE | $1,715 | $3,163-45.8% | $5,631-69.5% | $5,090-66.3% |
| Admin fee / account holder | $166 | $186-10.7% | $15,885-99.0% | $269-38.4% |