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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 11 · EIN 01-0233346 | Actuarial | $180,959 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $84,364 |
RYAN LABS ASSET MANAGEMENT3 years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 | Investment Management | $74,155 |
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $22,500 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $12,506 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -6.20% | -2.68%-3.5pp | 12.68%-18.9pp | -0.69%-5.5pp |
| Employer contribution / active EE | $6,509 | $18,045-63.9% | $22,860-71.5% | $16,786-61.2% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |