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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 | $16,518 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT ADVISORS Service code 22 | Insurance Broker | $13,456 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 22 | Insurance Broker | $2,930 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,737 | $58,312-45.6% | $86,656-63.4% | $71,529-55.6% |
| Participation rate | 99.2% | 65.0%+34.2pp | 71.7%+27.5pp | 67.9%+31.3pp |
| Annual return | 10.33% | 24.08%-13.8pp | 593.09%-582.8pp | 28.97%-18.6pp |
| Employer contribution / active EE | $2,448 | $2,576-5.0% | $3,025-19.1% | $2,590-5.5% |
| Participant deferral / active EE | $2,634 | $3,439-23.4% | $4,439-40.7% | $4,291-38.6% |
| Admin fee / account holder | $214 | $1,057-79.8% | $5,619-96.2% | $1,588-86.5% |