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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $11,156 |
RBC WEALTH MANAGEMENT8 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $5,031 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,940 | $45,312+30.1% | $86,233-31.7% | $67,986-13.3% |
| Participation rate | 100.0% | 42.4%+57.6pp | 69.0%+31.0pp | 57.2%+42.8pp |
| Annual return | 15.75% | 24.79%-9.0pp | 61.39%-45.6pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,739 | $1,160+50.0% | $2,504-30.6% | $2,019-13.8% |
| Participant deferral / active EE | $4,115 | $2,185+88.4% | $4,559-9.7% | $3,358+22.5% |
| Admin fee / account holder | $137 | $3,295-95.8% | $8,342-98.4% | $3,203-95.7% |