Filed November 18, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $39,100 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK MINNESOTA NA Service code 21 · EIN 41-1592157 | Bank Trustee | $33,857 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $11,300 |
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 | $46,244-100.0% | - | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 18.87% | 18.06%+0.8pp | 13.45%+5.4pp | 16.32%+2.5pp |
| Employer contribution / active EE | $58,115 | $23,411+148.2% | $26,057+123.0% | $17,007+241.7% |
| Participant deferral / active EE | $0 | $815-100.0% | $181-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |