Filed June 29, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS7+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $188,745 |
Filed as: JOHN HANCOCK RETIREMENT SVCS Service code 11 · EIN 01-0233346 | Actuarial | $90,170 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $46,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 10.08% | 15.63%-5.6pp | 8.29%+1.8pp | 15.63%-5.6pp |
| Employer contribution / active EE | $23,783 | $11,476+107.2% | $40,774-41.7% | $11,476+107.2% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |