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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $305,079 |
BENESYS, INC.1 year Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $29,658 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,235 | $74,831-97.0% | $96,515-97.7% | $103,590-97.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.3%+26.7pp |
| Annual return | 5.13% | 16.15%-11.0pp | 35.73%-30.6pp | 33.13%-28.0pp |
| Employer contribution / active EE | $1,600 | $3,888-58.8% | $3,740-57.2% | $3,213-50.2% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,214-100.0% |
| Admin fee / account holder | $57 | $130-56.1% | $6,735-99.2% | $114-49.9% |