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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: JOHN HANCOCOK RETIREMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $160,755 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $7,500 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.59% | 5.13%+1.5pp | 4.74%+1.9pp | 7.18%-0.6pp |
| Employer contribution / active EE | $26,455 | $14,689+80.1% | $36,089-26.7% | $13,095+102.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |