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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $505,153 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $144,611 |
PKC KUEBLER, APC4 years Service code 10 · EIN 46-1483607 | Accounting | $34,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,200 | $241,850-87.5% | $102,437-70.5% | $200,096-84.9% |
| Participation rate | 97.8% | 78.3%+19.5pp | 74.5%+23.3pp | 72.0%+25.8pp |
| Annual return | 13.89% | 17.67%-3.8pp | 24.95%-11.1pp | 34.26%-20.4pp |
| Employer contribution / active EE | $1,160 | $4,253-72.7% | $3,871-70.0% | $3,038-61.8% |
| Participant deferral / active EE | $4,917 | $3,961+24.1% | $5,060-2.8% | $5,090-3.4% |
| Admin fee / account holder | $135 | $288-53.1% | $8,388-98.4% | $269-49.8% |