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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 11 · EIN 01-0233346 | Actuarial | $117,999 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 21 PO BOX 15818 · ST PETERSBURG, FL 337339810 | Bank Trustee | $37,931 |
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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 | $49,677-100.0% | $202,986-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.9%-26.9pp | 3.6%-3.6pp |
| Annual return | 6.81% | 11.88%-5.1pp | 2.04%+4.8pp | 11.88%-5.1pp |
| Employer contribution / active EE | $3,977 | $14,612-72.8% | $57,418-93.1% | $14,612-72.8% |
| Participant deferral / active EE | $0 | $518-100.0% | $123-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $255,353-100.0% | $637-100.0% |