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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIRMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $99,227 |
RTW FINANCIAL ADVISORS1+ years Service code 27 14114 DALLAS PKWY · DALLAS, TX 752541346 | Advisory (Plan) | $80,973 |
HEIN & ASSOCIATES LLP1+ years Filed as: HEIN & ASSOCIATES, LLP Service code 10 · EIN 84-0749233 | Accounting | $21,006 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 11 · EIN 52-2206685 | Actuarial | $650 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $211,396-100.0% | $466,275-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 17.6%-17.6pp | 4.3%-4.3pp |
| Annual return | -4.13% | 2.81%-6.9pp | -2.52%-1.6pp | 2.81%-6.9pp |
| Employer contribution / active EE | $0 | $16,358-100.0% | $109,954-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $775-100.0% | $846-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $12,408-100.0% | $1,639-100.0% |