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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 80-0709115 | Recordkeeping | $7,481 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $3,950 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,773 | $45,123-11.9% | $85,240-53.3% | $74,478-46.6% |
| Participation rate | 87.9% | 49.4%+38.5pp | 67.5%+20.3pp | 67.2%+20.6pp |
| Annual return | 51.27% | 26.32%+25.0pp | 66.75%-15.5pp | 1370.56%-1319.3pp |
| Employer contribution / active EE | $4,197 | $1,459+187.7% | $2,735+53.4% | $2,626+59.8% |
| Participant deferral / active EE | $2,079 | $2,736-24.0% | $4,527-54.1% | $4,350-52.2% |
| Admin fee / account holder | $78 | $2,215-96.5% | $6,165-98.7% | $1,946-96.0% |