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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK U.S.A. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
PENSION PROFESSIONALS, INC.9 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $0 |
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 | $135,551 | $85,515+58.5% | $112,040+21.0% | $67,986+99.4% |
| Participation rate | 97.2% | 68.2%+29.0pp | 76.5%+20.7pp | 57.2%+40.0pp |
| Annual return | 9.84% | 29.68%-19.8pp | 24.52%-14.7pp | 31.67%-21.8pp |
| Employer contribution / active EE | $3,646 | $2,191+66.4% | $2,954+23.4% | $2,019+80.6% |
| Participant deferral / active EE | $8,367 | $4,014+108.4% | $5,098+64.1% | $3,358+149.2% |
| Admin fee / account holder | $18 | $3,774-99.5% | $12,098-99.9% | $3,203-99.4% |