Filed September 13, 2019 (most recent of 4 filings on file)
Total covered: 93 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $55,518 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK MINNESOTA NA Service code 21 · EIN 41-1592157 | Bank Trustee | $34,280 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $11,300 |
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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 | $37,197-100.0% | $221,583-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 4.7%-4.7pp |
| Annual return | -5.75% | -4.38%-1.4pp | -6.55%+0.8pp | -0.69%-5.1pp |
| Employer contribution / active EE | $8,912 | $18,756-52.5% | $21,653-58.8% | $16,786-46.9% |
| Participant deferral / active EE | $0 | $720-100.0% | $160-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,920-100.0% | $124-100.0% |