Filed January 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $8,773 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $2,900 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $291,770 | $68,413+326.5% | $123,105+137.0% | $55,191+428.6% |
| Participation rate | 92.9% | 84.5%+8.4pp | 86.8%+6.2pp | 69.2%+23.8pp |
| Annual return | 136.58% | 6.30%+130.3pp | 13.22%+123.4pp | 10.78%+125.8pp |
| Employer contribution / active EE | $4,029 | $3,050+32.1% | $5,151-21.8% | $1,899+112.2% |
| Participant deferral / active EE | $7,588 | $4,490+69.0% | $6,229+21.8% | $3,046+149.1% |
| Admin fee / account holder | $37 | $88-57.5% | $9,014-99.6% | $91-58.9% |