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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $112,688 |
GLADING GROUP2+ years Service code 17 · EIN 71-0912527 | Pension Consulting | $46,372 |
BALLARD SPAHR LLP1 year Service code 29 · EIN 23-0382195 | Legal | $17,428 |
BOND ANDIOLA & COMPANY2+ years Service code 10 · EIN 22-3205275 | Accounting | $16,930 |
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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 | $209,212-100.0% | $18,392,177-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 56.6%-56.6pp | 37.5%-37.5pp | 45.6%-45.6pp |
| Annual return | 2.88% | 1.57%+1.3pp | 3.99%-1.1pp | 4.16%-1.3pp |
| Employer contribution / active EE | $1,373,647 | $47,181+2811.4% | $38,279+3488.5% | $42,918+3100.7% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |