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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT4 years Service code 33 · EIN 84-3504508 | Securities brokerage | $172,027 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $61,233 |
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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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 7.21% | 9.77%-2.6pp | 19.25%-12.0pp | 9.77%-2.6pp |
| Employer contribution / active EE | $38,462 | $13,890+176.9% | $28,682+34.1% | $13,890+176.9% |
| Participant deferral / active EE | $0 | $102-100.0% | $55-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |