| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $205,979 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $106,169 |
BKD, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $13,104 |
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 12.58% | 11.30%+1.3pp | 9.60%+3.0pp | 23.90%-11.3pp |
| Employer contribution / active EE | $5,632 | $21,004-73.2% | $45,595-87.6% | $16,539-65.9% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |