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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON & REED, LLP7 years Filed as: ANDERSON FISHER LLC Service code 26 · EIN 74-3130983 5335 MEADOWS ROAD · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $41,986 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 120 VANTIS DRIVE · ALISO VIEJO, CA 92656 | Advisory (Participants) | $37,883 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 10 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Accounting | $1,562 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,894 | $89,435-24.1% | $164,975-58.8% | $77,714-12.6% |
| Participation rate | 91.9% | 78.6%+13.3pp | 78.6%+13.3pp | 70.6%+21.3pp |
| Annual return | 15.28% | 28.82%-13.5pp | 70.12%-54.8pp | 31.26%-16.0pp |
| Employer contribution / active EE | $4,738 | $2,563+84.9% | $4,343+9.1% | $2,727+73.8% |
| Participant deferral / active EE | $7,373 | $4,901+50.4% | $6,033+22.2% | $4,649+58.6% |
| Admin fee / account holder | $265 | $340-22.0% | $12,688-97.9% | $433-38.8% |