| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $36,123 |
Filed as: GRYPHON INVESTMENT Service code 27 ONE MARITIME PLAZA · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $34,526 |
Service code 11 · EIN 13-3689044 | Actuarial | $24,615 |
ALAN BILLER & ASSOCIATES4+ years Filed as: ALAN D. BILLER & ASSOC. Service code 17 · EIN 94-2854958 | Pension Consulting | $16,500 |
Annual investment return 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.
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 | $261,924-100.0% | $261,924-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 36.8%-36.8pp | 46.4%-46.4pp |
| Annual return | -12.72% | -4.13%-8.6pp | -2.99%-9.7pp | -82.67%+69.9pp |
| Employer contribution / active EE | $41,998 | $49,596-15.3% | $41,623+0.9% | $43,771-4.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $35-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $38,841-100.0% | $38,841-100.0% | $11,204-100.0% |