| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $196,379 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D BILLER & ASSOCIAT Service code 27 · EIN 94-2854958 | Advisory (Plan) | $142,350 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $12,480 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 7.90% | 5.90%+2.0pp | 3.99%+3.9pp | 7.18%+0.7pp |
| Employer contribution / active EE | $2,125 | $17,826-88.1% | $38,279-94.4% | $13,095-83.8% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |