| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK FINANCIAL SERVICES INC Service code 22 · EIN 01-0233346 | Insurance Broker | $861,304 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $552,861 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $295,451 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $164,847 |
MERCER1+ years Filed as: MERCER LLC Service code 15 · EIN 36-2668272 | Recordkeeping | $101,126 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $13,584 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $6,770 |
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 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | 72.16% | 1.67%+70.5pp | -0.79%+73.0pp | 1.67%+70.5pp |
| Employer contribution / active EE | $4,398 | $10,506-58.1% | $28,419-84.5% | $10,506-58.1% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |