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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $207,942 |
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES GROUP, INC. Service code 27 · EIN 63-1207374 | Advisory (Plan) | $20,000 |
WINSTON & STRAWN LLP2 years Filed as: WINSTON & STRAWN Service code 29 28 STATE ST. · BOSTON, MA 02109 | Legal | $8,286 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,626 | $107,983-91.1% | $82,187-88.3% | $107,983-91.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 83.9%+16.1pp | 78.2%+21.8pp |
| Annual return | 13.02% | 12.10%+0.9pp | 10.22%+2.8pp | 12.10%+0.9pp |
| Employer contribution / active EE | $2,186 | $8,959-75.6% | $16,766-87.0% | $8,959-75.6% |
| Participant deferral / active EE | $0 | $5,631-100.0% | - | $5,631-100.0% |
| Admin fee / account holder | $204 | $190+7.7% | $560-63.6% | $190+7.7% |