Filed September 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $52,109 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $39,000 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $15,110 |
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 | $83,423 | $88,646-5.9% | $90,223-7.5% | $59,188+40.9% |
| Participation rate | 85.0% | 84.8%+0.3pp | 79.0%+6.0pp | 69.4%+15.6pp |
| Annual return | 1.08% | 11.82%-10.7pp | 1.31%-0.2pp | 5.51%-4.4pp |
| Employer contribution / active EE | $2,416 | $5,463-55.8% | $4,378-44.8% | $2,098+15.2% |
| Participant deferral / active EE | $4,425 | $6,586-32.8% | $5,792-23.6% | $3,265+35.6% |
| Admin fee / account holder | $62 | $63-0.9% | $7,406-99.2% | $92-32.5% |