Filed December 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $138,863 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 | Accounting | $59,900 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $1,100 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,082 | $23,187-78.1% | $67,704-92.5% | $69,651-92.7% |
| Participation rate | 60.3% | 20.5%+39.8pp | 67.5%-7.2pp | 66.6%-6.2pp |
| Annual return | -0.19% | 599.89%-600.1pp | 25.41%-25.6pp | 53.77%-54.0pp |
| Employer contribution / active EE | $0 | $277-99.9% | $2,559-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $884 | $676+30.8% | $3,585-75.3% | $3,635-75.7% |
| Admin fee / account holder | $8 | $65-87.8% | $4,255-99.8% | $63-87.5% |