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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 | $45,043-11.7% | $85,063-53.2% | $74,400-46.5% |
| Participation rate | 87.9% | 49.4%+38.5pp | 67.5%+20.4pp | 67.2%+20.6pp |
| Annual return | 51.27% | 26.26%+25.0pp | 66.54%-15.3pp | 1367.51%-1316.2pp |
| Employer contribution / active EE | $4,197 | $1,458+187.9% | $2,727+53.9% | $2,624+59.9% |
| Participant deferral / active EE | $2,079 | $2,733-23.9% | $4,523-54.0% | $4,348-52.2% |
| Admin fee / account holder | $78 | $2,210-96.5% | $6,155-98.7% | $1,944-96.0% |