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| Provider | Service type | Compensation |
|---|---|---|
RTW FINANCIAL ADVISORS6+ years Service code 27 14114 DALLAS PKWY · DALLAS, TX 752541346 | Advisory (Plan) | $106,463 |
Filed as: JOHN HANCOCK RETIRMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $71,803 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $8,063 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $409,661-100.0% | $793,067-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 9.1%-9.1pp | 1.7%-1.7pp |
| Annual return | -1.13% | 627.08%-628.2pp | 10.21%-11.3pp | 627.08%-628.2pp |
| Employer contribution / active EE | $34,128 | $18,824+81.3% | $40,687-16.1% | $18,824+81.3% |
| Participant deferral / active EE | $0 | $418-100.0% | $0 | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $0 | $1,923-100.0% |