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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $8,050 |
Filed as: NEW YORK LIFE INVESTMENT MANGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $1,650 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $0 |
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 | $41,029 | $55,182-25.6% | $73,309-44.0% | $55,191-25.7% |
| Participation rate | 96.2% | 73.9%+22.3pp | 74.9%+21.3pp | 69.2%+27.1pp |
| Annual return | 5.19% | 8.55%-3.4pp | 5.67%-0.5pp | 10.78%-5.6pp |
| Employer contribution / active EE | $970 | $1,935-49.8% | $3,237-70.0% | $1,899-48.9% |
| Participant deferral / active EE | $2,940 | $4,641-36.6% | $4,991-41.1% | $3,046-3.5% |
| Admin fee / account holder | $18 | $68-73.6% | $5,635-99.7% | $91-80.1% |