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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
POLLARD & ASSOCIATES, INC.2+ years Filed as: POLLARD & ASSOCIATES Service code 15 · EIN 52-0909772 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,140 | $82,163-56.0% | $125,381-71.2% | $64,819-44.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 82.4%+5.1pp | 71.5%+16.0pp |
| Annual return | -15.47% | 3.49%-19.0pp | 572.31%-587.8pp | 32.84%-48.3pp |
| Employer contribution / active EE | $2,654 | $3,616-26.6% | $4,815-44.9% | $2,507+5.9% |
| Participant deferral / active EE | $5,461 | $7,175-23.9% | $7,448-26.7% | $4,311+26.7% |
| Admin fee / account holder | $201 | $163+23.4% | $10,007-98.0% | $188+7.2% |