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| Provider | Service type | Compensation |
|---|---|---|
RTW FINANCIAL ADVISORS7+ years Service code 27 14114 DALLAS PKWY · DALLAS, TX 752541346 | Advisory (Plan) | $154,770 |
Filed as: JOHN HANCOCK RETIRMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $130,918 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $25,200 |
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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.
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 | $82,186-100.0% | $861,422-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 14.3%-14.3pp | 3.6%-3.6pp |
| Annual return | 21.77% | 11.84%+9.9pp | 6.57%+15.2pp | 11.84%+9.9pp |
| Employer contribution / active EE | $19,525 | $17,339+12.6% | $34,489-43.4% | $17,339+12.6% |
| Participant deferral / active EE | $0 | $683-100.0% | $0 | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $0 | $409-100.0% |