| 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) | $33,881 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D. BILLER & ASSOC. Service code 17 · EIN 94-2854958 | Pension Consulting | $15,257 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $12,480 |
INVESCO2+ years Filed as: INVESCO ADVISERS INC. Service code 28 · EIN 58-1707262 | Investment Management | $6,457 |
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 | $209,212-100.0% | $18,392,177-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 56.6%-56.6pp | 37.5%-37.5pp | 45.6%-45.6pp |
| Annual return | 3.28% | 1.57%+1.7pp | 3.99%-0.7pp | 4.16%-0.9pp |
| Employer contribution / active EE | $0 | $47,181-100.0% | $38,279-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |