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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 | $48,050+22.7% | $96,754-39.1% | $64,340-8.4% |
| Participation rate | 100.0% | 40.6%+59.4pp | 70.3%+29.7pp | 55.2%+44.8pp |
| Annual return | 15.75% | 23.41%-7.7pp | 82.04%-66.3pp | 24.14%-8.4pp |
| Employer contribution / active EE | $1,739 | $1,204+44.5% | $2,679-35.1% | $1,862-6.6% |
| Participant deferral / active EE | $4,115 | $2,191+87.8% | $4,758-13.5% | $2,980+38.1% |
| Admin fee / account holder | $137 | $3,741-96.3% | $8,905-98.5% | $3,703-96.3% |