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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $90,427 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 P.O. BOX 75647 · CHICAGO, IL 60675 | Accounting | $22,500 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 27 29695 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $13,067 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $7,500 |
Service code 27 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Advisory (Plan) | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $37,197-100.0% | $298,592-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 44.5%-44.5pp | 4.7%-4.7pp |
| Annual return | -4.29% | -0.69%-3.6pp | -0.25%-4.0pp | -0.69%-3.6pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $39,776-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $0-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $18,607-100.0% | $124-100.0% |