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| Provider | Service type | Compensation |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.2+ years Service code 11 · EIN 20-4006400 | Actuarial | $35,415 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 21 · EIN 04-1414660 | Bank Trustee | $26,495 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,031-100.0% | $127,144-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 62.9%-62.9pp | 4.5%-4.5pp |
| Annual return | 11.68% | 11.07%+0.6pp | 9.35%+2.3pp | 13.95%-2.3pp |
| Employer contribution / active EE | $3,246 | $14,286-77.3% | $25,504-87.3% | $16,598-80.4% |
| Participant deferral / active EE | $0 | $1,617-100.0% | $1,066-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $4,122-100.0% | $2,049-100.0% | $612-100.0% |