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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 11 · EIN 01-0233346 | Actuarial | $246,407 |
FORVIS, LLP2 years Filed as: MAZARS USA Service code 17 135 WEST 50TH STREET · NEW YORK, NY 10020 | Pension Consulting | $19,000 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $3,950 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 18.11% | 33.70%-15.6pp | 14.64%+3.5pp | 53.27%-35.2pp |
| Employer contribution / active EE | $17,986 | $14,473+24.3% | $41,831-57.0% | $14,774+21.7% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |