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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $21,431 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 22 | Insurance Broker | $16,286 |
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 | $45,135 | $63,768-29.2% | $98,483-54.2% | $79,391-43.1% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 23.35% | 626.18%-602.8pp | 1494.38%-1471.0pp | 116.88%-93.5pp |
| Employer contribution / active EE | $1,735 | $2,558-32.2% | $2,961-41.4% | $2,428-28.5% |
| Participant deferral / active EE | $2,279 | $3,305-31.1% | $4,276-46.7% | $4,046-43.7% |
| Admin fee / account holder | $295 | $516-42.8% | $5,953-95.0% | $627-52.9% |