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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT2 years Service code 33 · EIN 84-3504508 | Securities brokerage | $179,437 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $66,318 |
CSB ASSOCIATES8 years Service code 11 · EIN 46-0515009 | Actuarial | $35,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $7,193,366-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 7.40% | 10.19%-2.8pp | 78.53%-71.1pp | 9.89%-2.5pp |
| Employer contribution / active EE | $0 | $17,053-100.0% | $31,607-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $75,389-100.0% | $9,084-100.0% |