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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $7,170 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $6,043 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,334-100.0% | $68,815-100.0% | $134,554-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.0%-69.0pp | 81.2%-81.2pp |
| Annual return | -91.42% | -2.17%-89.3pp | -6.37%-85.1pp | 418.46%-509.9pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,741-100.0% | $3,943-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,430-100.0% |