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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 11 · EIN 01-0233346 | Actuarial | $47,789 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 536850 · ATLANTA, GA 303536850 | Advisory (Plan) | $20,498 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 11 · EIN 52-2206685 | Actuarial | $212 |
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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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | 0.34% | -0.85%+1.2pp | -1.08%+1.4pp | -7.14%+7.5pp |
| Employer contribution / active EE | $11,257 | $14,391-21.8% | $35,779-68.5% | $14,613-23.0% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |