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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $79,226 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $60,012 |
RVK, INC.10+ years Service code 27 · EIN 93-0910652 | Advisory (Plan) | $22,500 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $13,000 |
US BANK2 years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $7,132 |
Filed as: BARLOW COUGHRAN MORALES JOSEPHSON Service code 29 · EIN 91-0889948 | Legal | $5,488 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,845 | $48,744-77.8% | $93,727-88.4% | $200,096-94.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 68.7%+31.3pp | 72.0%+28.0pp |
| Annual return | 13.15% | 15.36%-2.2pp | 133.83%-120.7pp | 34.26%-21.1pp |
| Employer contribution / active EE | $506 | $1,140-55.6% | $2,421-79.1% | $3,038-83.3% |
| Participant deferral / active EE | $290 | $2,825-89.7% | $4,417-93.4% | $5,090-94.3% |
| Admin fee / account holder | $65 | $195-66.7% | $8,292-99.2% | $269-75.8% |