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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $34,963 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $27,971 |
Filed as: THE RAYMOND COMPANY PENSION SERVCIE Service code 26 | Advisory (Participants) | $12,272 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,594 | $89,123-76.9% | $102,460-79.9% | $77,762-73.5% |
| Participation rate | 79.9% | 80.9%-1.0pp | 76.5%+3.4pp | 70.6%+9.3pp |
| Annual return | 20.94% | 25.05%-4.1pp | 29.47%-8.5pp | 31.27%-10.3pp |
| Employer contribution / active EE | $177 | $2,700-93.4% | $3,025-94.1% | $2,728-93.5% |
| Participant deferral / active EE | $2,737 | $5,148-46.8% | $5,056-45.9% | $4,651-41.1% |
| Admin fee / account holder | $166 | $236-29.8% | $9,460-98.2% | $433-61.7% |