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| Provider | Service type | Compensation |
|---|---|---|
PENSION STRATEGIES, LLC2+ years Service code 14 · EIN 20-0333992 | Plan Administrator | $28,453 |
Filed as: PRICE, KONG & COMPANIES CPAS, P.A. Service code 10 · EIN 86-0611246 | Accounting | $10,000 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $656 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,743 | $52,884-51.3% | $84,753-69.6% | $55,167-53.3% |
| Participation rate | 77.6% | 67.5%+10.1pp | 76.6%+1.0pp | 69.0%+8.6pp |
| Annual return | 2.68% | 18.03%-15.4pp | 22.78%-20.1pp | 169.23%-166.6pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,345 | $2,644-11.3% | $3,712-36.8% | $3,054-23.2% |
| Admin fee / account holder | $96 | $581-83.4% | $5,333-98.2% | $504-80.9% |