Filed November 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $44,015 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $24,500 |
Filed as: SAGEVIEW ADVISORY Service code 28 · EIN 33-0818667 | Investment Management | $16,250 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 9.27% | 5.87%+3.4pp | 6.70%+2.6pp | 7.65%+1.6pp |
| Employer contribution / active EE | $15,950 | $10,827+47.3% | $25,177-36.6% | $20,582-22.5% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |