Filed December 9, 2022
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 15 · EIN 01-0233346 | Recordkeeping | $409,892 |
GOSSELIN CONSULTING GROUP LLC2+ years Filed as: GOSSELIN CONSULTING GROUP Service code 27 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Advisory (Plan) | $59,750 |
PKF O'CONNOR DAVIES, LLP2+ years Service code 10 · EIN 27-1728945 | Accounting | $22,500 |
CENVEO2+ years Filed as: CENVEO ST. LOUIS Service code 38 101 WORKMAN CT. · EUREKA, MO 63025 | Participant Communication | $18,926 |
ARNOLD & PORTER2+ years Filed as: ARNOLD & PORTER LLC Service code 29 399 PARK AVENUE · NEW YORK, NY 100224690 | Legal | $6,349 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,523 | $96,403-46.6% | $93,621-45.0% | $77,775-33.8% |
| Participation rate | 84.7% | 87.6%-3.0pp | 75.8%+8.8pp | 73.2%+11.5pp |
| Annual return | 20.22% | 39.36%-19.1pp | 32.76%-12.5pp | 32.58%-12.4pp |
| Employer contribution / active EE | $86 | $3,616-97.6% | $2,719-96.8% | $2,504-96.6% |
| Participant deferral / active EE | $3,291 | $5,341-38.4% | $4,070-19.1% | $3,966-17.0% |
| Admin fee / account holder | $113 | $90+25.9% | $7,890-98.6% | $100+12.6% |