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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 | $16,862 |
Filed as: SAGEVIEW ADVISOR Service code 22 | Insurance Broker | $15,864 |
Filed as: HOLTHOUSE CARLI Service code 22 | Insurance Broker | $8,595 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 64 | Recordkeeping Fees | $200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,975 | $60,454-42.1% | $81,844-57.3% | $74,459-53.0% |
| Participation rate | 95.9% | 63.0%+32.9pp | 72.4%+23.5pp | 67.2%+28.7pp |
| Annual return | 13.66% | 16.87%-3.2pp | 778.87%-765.2pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $1,679 | $2,630-36.2% | $2,916-42.4% | $2,626-36.1% |
| Participant deferral / active EE | $2,810 | $3,398-17.3% | $4,323-35.0% | $4,350-35.4% |
| Admin fee / account holder | $228 | $1,490-84.7% | $7,355-96.9% | $1,945-88.3% |