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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 | $21,143 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 22 | Insurance Broker | $14,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,165 | $51,223-39.2% | $82,763-62.3% | $66,949-53.4% |
| Participation rate | 94.3% | 67.9%+26.4pp | 72.6%+21.7pp | 69.8%+24.5pp |
| Annual return | -12.00% | -9.85%-2.1pp | 702.45%-714.4pp | 1.57%-13.6pp |
| Employer contribution / active EE | $2,165 | $2,611-17.1% | $3,008-28.0% | $2,545-14.9% |
| Participant deferral / active EE | $2,396 | $3,460-30.8% | $4,395-45.5% | $4,239-43.5% |
| Admin fee / account holder | $248 | $415-40.4% | $5,325-95.4% | $594-58.3% |