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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 11 · EIN 01-0233346 | Actuarial | $28,503 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK Service code 10 1301 6TH AVE · NEW YORK, NY 10019 | Accounting | $24,150 |
CAPFINANCIAL PARTNERS LLC7 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 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -20.02% | -10.02%-10.0pp | -4.80%-15.2pp | -5.25%-14.8pp |
| Employer contribution / active EE | $6,354 | $10,293-38.3% | $30,897-79.4% | $15,161-58.1% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |