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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 11 · EIN 52-2206685 | Actuarial | $36,450 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 11 · EIN 01-0233346 | Actuarial | $30,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -0.84% | -1.56%+0.7pp | -3.43%+2.6pp | 2.81%-3.7pp |
| Employer contribution / active EE | $14,151 | $14,048+0.7% | $25,607-44.7% | $16,358-13.5% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |