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 01-2333346 | Contract Administrator | $27,600 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK MINNESOTA NA Service code 21 · EIN 41-1592157 | Bank Trustee | $22,811 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,250 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $211,396-100.0% | $10,105-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 4.3%-4.3pp |
| Annual return | -2.99% | 138.90%-141.9pp | 16.23%-19.2pp | 2.81%-5.8pp |
| Employer contribution / active EE | $0 | $16,232-100.0% | $17,605-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $1,217-100.0% | $237-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $11-100.0% | $1,639-100.0% |