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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 11 · EIN 01-0233346 | Actuarial | $59,818 |
COHN REZNICK LLP4 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 1301 6TH AVE · NEW YORK, NY 10019 | Accounting | $26,775 |
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 P.O. BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $4,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 4.39% | 7.22%-2.8pp | 6.70%-2.3pp | 8.21%-3.8pp |
| Employer contribution / active EE | $18,132 | $12,542+44.6% | $25,217-28.1% | $13,841+31.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |