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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 11 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $274,660 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $58,962 |
Service code 29 200 MASSACHUSETTS AVENUE NW · WASHINGTON, DC 20001 | Legal | $46,281 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 27 225 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $32,673 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $6,563 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 6.83% | 11.94%-5.1pp | 6.70%+0.1pp | 8.76%-1.9pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,217-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |