Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $91,398 |
TMD & ASSOCIATES, INC1 year Filed as: TMD & ASSOCIATES INC Service code 27 15333 N PIMA ROAD, SUITE 215 · SCOTTSDALE, AZ 85260 | Advisory (Plan) | $69,024 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,293 | $44,473-63.4% | $76,518-78.7% | $55,725-70.8% |
| Participation rate | 91.3% | 51.0%+40.3pp | 68.0%+23.3pp | 70.9%+20.4pp |
| Annual return | -6.98% | -2.01%-5.0pp | -0.27%-6.7pp | 244.93%-251.9pp |
| Employer contribution / active EE | $287 | $1,101-73.9% | $2,647-89.1% | $2,078-86.2% |
| Participant deferral / active EE | $3,996 | $1,988+101.0% | $3,836+4.2% | $3,356+19.1% |
| Admin fee / account holder | $170 | $134+26.8% | $4,849-96.5% | $115+47.7% |