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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $75,395 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 13 · EIN 94-2279761 | Contract Administrator | $34,466 |
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 99 · EIN 94-6214841 | Other Fees | $26,696 |
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 | $43,536 | $50,150-13.2% | $149,723-70.9% | $80,169-45.7% |
| Participation rate | 29.6% | 64.3%-34.7pp | 78.8%-49.2pp | 72.9%-43.4pp |
| Annual return | 21.60% | 29.80%-8.2pp | 134.50%-112.9pp | 40.39%-18.8pp |
| Employer contribution / active EE | $365 | $1,868-80.5% | $4,821-92.4% | $2,978-87.8% |
| Participant deferral / active EE | $1,520 | $3,195-52.4% | $5,682-73.3% | $5,016-69.7% |
| Admin fee / account holder | $214 | $153+39.9% | $13,215-98.4% | $145+47.4% |