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: RETIREMENT PLAN SOLUTIONS ADMIN Service code 12 · EIN 87-0561281 P.O. BOX 640 · BOUNTIFUL, UT 840110640 | Participant loan processing; Other se... | $7,349 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,114 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,064 | $44,059-65.8% | $71,671-79.0% | $69,631-78.4% |
| Participation rate | 71.5% | 60.8%+10.8pp | 68.7%+2.8pp | 70.7%+0.9pp |
| Annual return | 16.12% | 21.97%-5.8pp | 20.65%-4.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $740 | $1,305-43.3% | $2,460-69.9% | $2,032-63.6% |
| Participant deferral / active EE | $1,427 | $2,370-39.8% | $3,438-58.5% | $3,224-55.7% |
| Admin fee / account holder | $60 | $108-44.3% | $5,558-98.9% | $110-45.7% |