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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTANTS, INC. Service code 13 · EIN 33-0024795 2377 CRENSHAW BLVD., SUITE 350 · TORRANCE, CA 90501 | Contract Administrator | $2,550 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $232 |
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 | $187,847 | $75,832+147.7% | $147,617+27.3% | $59,633+215.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.05% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $11,328 | $3,485+225.1% | $5,564+103.6% | $2,203+414.3% |
| Participant deferral / active EE | $9,193 | $3,131+193.6% | $4,895+87.8% | $3,192+188.0% |
| Admin fee / account holder | $46 | $5,986-99.2% | $11,612-99.6% | $4,297-98.9% |