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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $115,029 |
DOEREN MAYHEW1+ years Service code 10 · EIN 38-2492570 | Accounting | $13,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 27 · EIN 13-3654072 | Advisory (Plan) | $6,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $690 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,711 | $130,141-66.4% | $86,677-49.6% | $77,904-43.9% |
| Participation rate | 84.2% | 85.9%-1.8pp | 76.6%+7.6pp | 73.7%+10.5pp |
| Annual return | -12.83% | -12.75%-0.1pp | 35.91%-48.7pp | 12.21%-25.0pp |
| Employer contribution / active EE | $1,148 | $3,220-64.4% | $2,836-59.5% | $2,848-59.7% |
| Participant deferral / active EE | $2,331 | $5,757-59.5% | $4,656-49.9% | $4,806-51.5% |
| Admin fee / account holder | $68 | $132-48.3% | $7,493-99.1% | $133-48.6% |