| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $109,868 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $16,846 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,737 | $67,505-88.5% | $63,244-87.8% | $67,505-88.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 71.0%+29.0pp | 71.2%+28.8pp |
| Annual return | -0.38% | 6.52%-6.9pp | -70.31%+69.9pp | 6.52%-6.9pp |
| Employer contribution / active EE | $646 | $2,173-70.3% | $2,322-72.2% | $2,173-70.3% |
| Participant deferral / active EE | $683 | $3,597-81.0% | $2,953-76.9% | $3,597-81.0% |
| Admin fee / account holder | $13 | $56-76.4% | $5,893-99.8% | $56-76.4% |