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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 11 · EIN 01-0233346 | Actuarial | $184,984 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 21 PO BOX 15818 · ST PETERSBURG, FL 337339810 | Bank Trustee | $40,155 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN CAPITAL MANAGEMENT, INC Service code 17 551 MADISON AVE · NEW YORK, NY 10022 | Pension Consulting | $6,339 |
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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 | $44,091-100.0% | $105,260-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 21.7%-21.7pp | 4.5%-4.5pp |
| Annual return | 11.29% | 13.95%-2.7pp | 9.21%+2.1pp | 13.95%-2.7pp |
| Employer contribution / active EE | $4,252 | $16,598-74.4% | $35,088-87.9% | $16,598-74.4% |
| Participant deferral / active EE | $0 | $511-100.0% | $163-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $4,019-100.0% | $612-100.0% |