Filed October 23, 2020 (most recent of 12 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $606,890 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 65 · EIN 01-0233346 | Account Maintenance | $231,844 |
Service code 15 · EIN 13-5160382 | Recordkeeping | $67,473 |
Filed as: PACIFIC RESOURCES BENEFIT Service code 16 · EIN 46-5438594 | Consulting | $44,646 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3964297 | Actuarial | $40,418 |
Filed as: NORTH PIER FIDUCIARY Service code 16 · EIN 26-3521867 | Consulting | $24,000 |
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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 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 4.13% | 7.22%-3.1pp | 6.70%-2.6pp | 8.21%-4.1pp |
| Employer contribution / active EE | $0 | $12,542-100.0% | $25,217-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |