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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 01-0233346 | Recordkeeping | $121,254 |
SLC MANAGEMENT6 years Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $54,553 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST FINANCIAL ADVISORS LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $33,700 |
ROSENBERG RICH BAKER BERMAN3 years Filed as: ROSENBERG RICH BAKER BERMAN, P.A. Service code 10 · EIN 22-3271252 | Accounting | $18,000 |
THE BANK OF NEW YORK MELLON4 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $14,088 |
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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 | $663,797-100.0% | $663,797-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 47.2%-47.2pp | 40.5%-40.5pp | 43.7%-43.7pp |
| Annual return | 3.64% | 8.11%-4.5pp | 8.13%-4.5pp | 13.05%-9.4pp |
| Employer contribution / active EE | $0 | $43,909-100.0% | $42,719-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $13,741-100.0% | $13,741-100.0% | $31,365-100.0% |