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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW ADVISORS Service code 22 · EIN 33-0818667 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Insurance Broker | $19,687 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $19,097 |
Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 22 · EIN 95-4345526 100 OCEANGATE · LONG BEACH, CA 90802 | Insurance Broker | $9,028 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 64 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping Fees | $3,751 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,551 | $45,266-6.0% | $103,693-59.0% | $65,306-34.8% |
| Participation rate | 95.5% | 53.3%+42.1pp | 72.6%+22.8pp | 57.7%+37.8pp |
| Annual return | 15.36% | 25.10%-9.7pp | 47.61%-32.3pp | 21.94%-6.6pp |
| Employer contribution / active EE | $4,139 | $1,765+134.4% | $2,920+41.7% | $1,967+110.4% |
| Participant deferral / active EE | $2,981 | $2,099+42.0% | $4,579-34.9% | $2,959+0.7% |
| Admin fee / account holder | $288 | $3,221-91.0% | $7,858-96.3% | $3,480-91.7% |