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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 11 · EIN 01-0233346 | Actuarial | $120,025 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO, & CO Service code 27 · EIN 04-2691242 | Advisory (Plan) | $47,734 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $14,034 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $151,941-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | - |
| Annual return | 0.50% | 15.23%-14.7pp | 5.44%-4.9pp | - |
| Employer contribution / active EE | $46,550 | $39,272+18.5% | $25,481+82.7% | - |
| Participant deferral / active EE | $0 | $0 | $65-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $11,765-100.0% | - |