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| Provider | Service type | Compensation |
|---|---|---|
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.7 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 | $118,841 | $76,112+56.1% | $96,544+23.1% | $71,529+66.1% |
| Participation rate | 97.2% | 74.4%+22.8pp | 76.0%+21.2pp | 67.9%+29.2pp |
| Annual return | 7.10% | 22.80%-15.7pp | 25.88%-18.8pp | 28.97%-21.9pp |
| Employer contribution / active EE | $3,121 | $2,248+38.8% | $2,966+5.2% | $2,590+20.5% |
| Participant deferral / active EE | $7,089 | $4,217+68.1% | $4,851+46.1% | $4,291+65.2% |
| Admin fee / account holder | $30 | $2,708-98.9% | $8,254-99.6% | $1,588-98.1% |