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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $13,448 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $900 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,476 | $72,770-34.8% | $67,652-29.8% | $55,191-14.0% |
| Participation rate | 80.5% | 78.8%+1.7pp | 75.7%+4.8pp | 69.2%+11.3pp |
| Annual return | 0.04% | -3.26%+3.3pp | 6625.40%-6625.4pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,197 | $1,769-32.3% | $2,266-47.2% | $1,899-36.9% |
| Participant deferral / active EE | $3,734 | $3,408+9.6% | $3,560+4.9% | $3,046+22.6% |
| Admin fee / account holder | $44 | $79-44.5% | $4,821-99.1% | $91-51.8% |