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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 11 · EIN 01-0233346 | Actuarial | $197,228 |
SPRUCEGROVE INVESTMENT MGMT1+ years Filed as: SPRUCEGROVE Service code 21 · EIN 13-6724804 | Bank Trustee | $50,663 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 21 PO BOX 15818 · ST PETERSBURG, FL 337339810 | Bank Trustee | $46,056 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 11 · EIN 52-2206685 | Actuarial | $33,620 |
BUFFALO FUNDS1+ years Filed as: KORNITZER CAPTIAL Service code 21 · EIN 48-1069845 | Bank Trustee | $16,075 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $211,396-100.0% | $205,401-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 17.6%-17.6pp | 4.3%-4.3pp |
| Annual return | -4.34% | 2.81%-7.1pp | 0.02%-4.4pp | 2.81%-7.1pp |
| Employer contribution / active EE | $2,879 | $16,358-82.4% | $45,513-93.7% | $16,358-82.4% |
| Participant deferral / active EE | $0 | $775-100.0% | $109-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $4,705-100.0% | $1,639-100.0% |