Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 11 · EIN 01-0233346 | Actuarial | $170,708 |
Service code 27 309 EAST PACES FERRY ROAD · ATLANTA, GA 30305 | Advisory (Plan) | $68,453 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN CAPITAL MANAGEMENT, INC Service code 17 551 MADISON AVE · NEW YORK, NY 10022 | Pension Consulting | $28,714 |
Filed as: MORGAN, LEWIS, & BOCKIUS LLP Service code 29 P.O. BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $15,516 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $37,197-100.0% | $148,425-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 35.1%-35.1pp | 4.7%-4.7pp |
| Annual return | -5.34% | -0.69%-4.6pp | 38.14%-43.5pp | -0.69%-4.6pp |
| Employer contribution / active EE | $3,864 | $16,786-77.0% | $34,245-88.7% | $16,786-77.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $185-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,234-100.0% | $124-100.0% |