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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: JOHN HANCOCOK RETIREMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $257,805 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $69,150 |
FORVIS, LLP1 year Filed as: MAZARS USA Service code 17 135 WEST 50TH STREET · NEW YORK, NY 10020 | Pension Consulting | $18,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -6.30% | -1.12%-5.2pp | -2.18%-4.1pp | 0.19%-6.5pp |
| Employer contribution / active EE | $15,556 | $12,052+29.1% | $38,751-59.9% | $13,763+13.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |