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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $126,363 |
LOOMIS SAYLES2 years Filed as: LOOMIS US Service code 19 · EIN 75-0117200 | Securities Custodian | $101,051 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,000 |
FORVIS, LLP3 years Filed as: FORVIS Service code 10 · EIN 44-0160560 | Accounting | $17,204 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $565,144-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 33.3%-33.3pp | 2.7%-2.7pp |
| Annual return | 6.76% | 8.35%-1.6pp | 6.30%+0.5pp | 8.35%-1.6pp |
| Employer contribution / active EE | $1,835 | $17,935-89.8% | $23,327-92.1% | $17,935-89.8% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0 | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $4,849-100.0% | $200-100.0% |