| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $43,749 |
Filed as: GRYPHON INVESTMENT Service code 27 ONE MARITIME PLAZA · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $35,349 |
BKD, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $16,924 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN D. BILLER & ASSOC. Service code 17 · EIN 94-2854958 | Pension Consulting | $11,378 |
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $266,731-100.0% | $256,121-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 37.7%-37.7pp | 45.9%-45.9pp |
| Annual return | 14.37% | 7.61%+6.8pp | 9.60%+4.8pp | 10.21%+4.2pp |
| Employer contribution / active EE | $9,811 | $55,817-82.4% | $45,595-78.5% | $42,272-76.8% |
| Participant deferral / active EE | $0 | $245-100.0% | $255-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $10,098-100.0% | $9,523-100.0% | $13,518-100.0% |