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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 11 · EIN 13-4032401 | Actuarial | $83,863 |
Filed as: JOHN HANCOCK SEAPORT R6 FUND Service code 52 · EIN 46-3935386 | Indirect Investment Fees | $19,860 |
Filed as: FIDUCIARY TRUST COMPANY INT'L Service code 51 · EIN 13-3580612 | Investment Mgmt Fees | $8,438 |
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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 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | 7.48% | 3.55%+3.9pp | 3.97%+3.5pp | 4.16%+3.3pp |
| Employer contribution / active EE | $62,234 | $33,688+84.7% | $28,168+120.9% | $42,918+45.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |