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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 26 1012 11TH ST., STE 200L00R STE A · MODESTO, CA 95356 | Advisory (Participants) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,216 | $79,519-25.5% | $95,960-38.3% | $73,412-19.3% |
| Participation rate | 99.7% | 81.2%+18.5pp | 77.1%+22.6pp | 72.2%+27.5pp |
| Annual return | 13.31% | 19.20%-5.9pp | 91.63%-78.3pp | 59.30%-46.0pp |
| Employer contribution / active EE | $2,765 | $2,048+35.0% | $2,541+8.8% | $2,234+23.8% |
| Participant deferral / active EE | $4,388 | $4,138+6.0% | $4,167+5.3% | $3,806+15.3% |
| Admin fee / account holder | $219 | $184+18.7% | $6,797-96.8% | $158+38.6% |