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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 11 · EIN 01-0233346 | Actuarial | $29,313 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 1301 6TH AVE · NEW YORK, NY 10019 | Accounting | $18,513 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 P.O. BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $6,000 |
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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 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 8.23% | 134.79%-126.6pp | 36.37%-28.1pp | 18.35%-10.1pp |
| Employer contribution / active EE | $8,588 | $12,114-29.1% | $37,223-76.9% | $14,669-41.5% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |