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 Service code 15 · EIN 01-0233346 | Recordkeeping | $353,729 |
GOSSELIN CONSULTING GROUP LLC4+ years Filed as: GOSSELIN CONSULTING GROUP Service code 27 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Advisory (Plan) | $44,000 |
CENVEO WORLDWIDE LIMITED2 years Service code 38 · EIN 83-1681581 | Participant Communication | $14,947 |
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 | $64,107 | $114,195-43.9% | $106,554-39.8% | $93,010-31.1% |
| Participation rate | 83.1% | 86.4%-3.3pp | 76.1%+6.9pp | 73.9%+9.2pp |
| Annual return | 14.96% | 22.18%-7.2pp | 26.80%-11.8pp | 158.70%-143.7pp |
| Employer contribution / active EE | $80 | $4,009-98.0% | $2,819-97.2% | $2,705-97.1% |
| Participant deferral / active EE | $3,562 | $5,908-39.7% | $4,398-19.0% | $4,561-21.9% |
| Admin fee / account holder | $100 | $105-4.4% | $7,408-98.6% | $152-34.0% |