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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,311 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 14 · EIN 23-3038464 | Plan Administrator | $879 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,768 | $55,470+115.9% | $155,556-23.0% | $74,478+60.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.75% | 269.80%-256.1pp | 64.84%-51.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $5,042 | $2,267+122.4% | $4,675+7.8% | $2,626+92.0% |
| Participant deferral / active EE | $2,626 | $2,838-7.5% | $5,631-53.4% | $4,350-39.6% |
| Admin fee / account holder | $5 | $1,744-99.7% | $15,885-100.0% | $1,946-99.8% |