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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVX Service code 15 · EIN 01-0233346 | Recordkeeping | $3,000 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $1,514 |
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 | $33,498 | $88,324-62.1% | $115,037-70.9% | $55,191-39.3% |
| Participation rate | 91.9% | 72.5%+19.3pp | 81.4%+10.5pp | 69.2%+22.7pp |
| Annual return | 16.78% | 6.30%+10.5pp | 26.14%-9.4pp | 10.78%+6.0pp |
| Employer contribution / active EE | $2,635 | $2,805-6.1% | $4,608-42.8% | $1,899+38.8% |
| Participant deferral / active EE | $5,134 | $5,042+1.8% | $6,026-14.8% | $3,046+68.5% |
| Admin fee / account holder | $11 | $105-89.9% | $8,175-99.9% | $91-88.3% |