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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 11 · EIN 01-0233346 | Actuarial | $36,451 |
COHN REZNICK LLP3 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 1301 6TH AVE · NEW YORK, NY 10019 | Accounting | $25,725 |
CAPFINANCIAL PARTNERS LLC8 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 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 10.52% | 9.49%+1.0pp | 15.31%-4.8pp | 9.89%+0.6pp |
| Employer contribution / active EE | $10,288 | $12,214-15.8% | $28,686-64.1% | $14,313-28.1% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |