| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $37,755 |
Filed as: GRYPHON INVESTMENT Service code 27 ONE MARITIME PLAZA · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $34,830 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOC. Service code 17 · EIN 94-2854958 | Pension Consulting | $15,303 |
INVESCO1+ years Filed as: INVESCO ADVISERS INC. Service code 28 · EIN 58-1707262 | Investment Management | $6,997 |
Employer contribution per participant 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 | $199,435-100.0% | $186,087-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 37.8%-37.8pp | 48.7%-48.7pp |
| Annual return | -3.09% | -2.05%-1.0pp | -2.13%-1.0pp | -2.16%-0.9pp |
| Employer contribution / active EE | $0 | $44,216-100.0% | $34,127-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $109-100.0% | $131-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,011-100.0% | $941-100.0% | $12,572-100.0% |