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| Provider | Service type | Compensation |
|---|---|---|
RTW FINANCIAL ADVISORS3+ years Service code 27 14114 DALLAS PKWY · DALLAS, TX 752541346 | Advisory (Plan) | $92,994 |
Filed as: JOHN HANCOCK RETIRMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $82,326 |
HEIN & ASSOCIATES LLP3+ years Filed as: HEIN & ASSOCIATES, LLP Service code 10 · EIN 84-0749233 | Accounting | $62,514 |
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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 | $44,091-100.0% | $1,867,444-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 11.3%-11.3pp | 4.5%-4.5pp |
| Annual return | 21.87% | 13.95%+7.9pp | 9.84%+12.0pp | 13.95%+7.9pp |
| Employer contribution / active EE | $0 | $16,598-100.0% | $50,102-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $612-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $18,647-100.0% | $612-100.0% |