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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $254,079 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES GROUP, INC. Service code 27 · EIN 63-1207374 | Advisory (Plan) | $23,750 |
WINSTON & STRAWN LLP4 years Filed as: WINSTON & STRAWN Service code 29 28 STATE ST. · BOSTON, MA 02109 | Legal | $19,969 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,224 | $123,960-85.3% | $101,431-82.0% | $123,960-85.3% |
| Participation rate | 100.0% | 86.8%+13.2pp | 100.0%0pp | 86.8%+13.2pp |
| Annual return | 0.45% | 13.45%-13.0pp | 7.77%-7.3pp | 13.45%-13.0pp |
| Employer contribution / active EE | $5,423 | $10,482-48.3% | $13,019-58.3% | $10,482-48.3% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $2,167-100.0% | $6,517-100.0% |
| Admin fee / account holder | $246 | $222+10.8% | $500-50.8% | $222+10.8% |