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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $162,081 |
WINSTON & STRAWN LLP3 years Filed as: WINSTON & STRAWN Service code 29 28 STATE ST. · BOSTON, MA 02109 | Legal | $22,745 |
AMERICAN FUNDS3 years Filed as: CAPITAL STRATEGIES GROUP, INC. Service code 27 · EIN 63-1207374 | Advisory (Plan) | $20,000 |
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,623 | $112,742-87.9% | $91,734-85.1% | $112,742-87.9% |
| Participation rate | 99.9% | 82.4%+17.5pp | 85.2%+14.7pp | 82.4%+17.5pp |
| Annual return | 10.04% | 10.24%-0.2pp | 9.06%+1.0pp | 10.24%-0.2pp |
| Employer contribution / active EE | $3,670 | $12,502-70.6% | $16,667-78.0% | $12,502-70.6% |
| Participant deferral / active EE | $0 | $2,963-100.0% | - | $2,963-100.0% |
| Admin fee / account holder | $272 | $236+15.0% | $594-54.3% | $236+15.0% |