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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT4+ years Filed as: RYAN LAB INC. Service code 33 · EIN 47-3503928 | Securities brokerage | $119,842 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $64,247 |
CSB ASSOCIATES3 years Service code 11 · EIN 45-0515009 | Actuarial | $18,300 |
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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 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | -4.96% | -1.43%-3.5pp | -0.70%-4.3pp | -0.69%-4.3pp |
| Employer contribution / active EE | $70,432 | $25,105+180.6% | $28,903+143.7% | $16,786+319.6% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |