Filed May 30, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 22 | Insurance Broker | $24,200 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,718 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $42 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,656 | $80,753-60.8% | $136,294-76.8% | $62,292-49.2% |
| Participation rate | 80.0% | 73.5%+6.5pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 12.63% | 35.83%-23.2pp | 5155.94%-5143.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,358 | $5,164-15.6% | $6,247-30.2% | $3,169+37.5% |
| Admin fee / account holder | $110 | $525-79.0% | $9,243-98.8% | $479-76.9% |