Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 71 · EIN 80-0709115 | Brokerage Fees | $241,622 |
NYLIF SECURITIES, INC.1+ years Service code 71 · EIN 13-2649692 | Brokerage Fees | $77,457 |
MERCER1+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $58,221 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,533 | $71,957+55.0% | $67,652+64.9% | $59,188+88.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 75.7%+24.3pp | 69.4%+30.6pp |
| Annual return | 5.10% | 8.53%-3.4pp | 6625.40%-6620.3pp | 5.51%-0.4pp |
| Employer contribution / active EE | $2,080 | $2,432-14.5% | $2,266-8.2% | $2,098-0.9% |
| Participant deferral / active EE | $5,996 | $4,211+42.4% | $3,560+68.4% | $3,265+83.7% |
| Admin fee / account holder | $106 | $64+64.5% | $4,821-97.8% | $92+14.4% |