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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 | $79,867+69.7% | $120,344+12.6% | $64,340+110.7% |
| Participation rate | 97.2% | 63.0%+34.3pp | 76.7%+20.5pp | 55.2%+42.0pp |
| Annual return | 9.84% | 21.10%-11.3pp | 20.30%-10.5pp | 24.14%-14.3pp |
| Employer contribution / active EE | $3,646 | $1,925+89.4% | $3,020+20.7% | $1,862+95.8% |
| Participant deferral / active EE | $8,367 | $3,593+132.9% | $5,135+62.9% | $2,980+180.7% |
| Admin fee / account holder | $18 | $5,039-99.6% | $12,742-99.9% | $3,703-99.5% |