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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $27,166 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $21,733 |
Filed as: THE RAYMOND COMPANY PENSION SERVCIE Service code 26 | Advisory (Participants) | $10,588 |
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 | $22,327 | $99,201-77.5% | $96,544-76.9% | $74,473-70.0% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.0%-4.6pp | 70.7%+0.7pp |
| Annual return | 19.09% | 22.40%-3.3pp | 25.88%-6.8pp | 34.36%-15.3pp |
| Employer contribution / active EE | $359 | $2,570-86.0% | $2,966-87.9% | $2,638-86.4% |
| Participant deferral / active EE | $3,149 | $4,938-36.2% | $4,851-35.1% | $4,530-30.5% |
| Admin fee / account holder | $188 | $225-16.6% | $8,254-97.7% | $347-45.9% |