Filed October 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $340 |
GOLDMAN SACHS1 year Filed as: CORIENT CAPITAL PARTNERS LLC Service code 26 · EIN 47-5163497 | Advisory (Participants) | $0 |
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 | $69,817 | $38,969+79.2% | $109,313-36.1% | $55,167+26.6% |
| Participation rate | 77.5% | 58.2%+19.3pp | 71.3%+6.3pp | 69.0%+8.5pp |
| Annual return | 8.05% | 8.26%-0.2pp | 22.07%-14.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,954 | $1,227+140.8% | $3,892-24.1% | $1,963+50.5% |
| Participant deferral / active EE | $5,467 | $2,176+151.3% | $3,166+72.6% | $3,054+79.0% |
| Admin fee / account holder | $6 | $501-98.8% | $5,666-99.9% | $504-98.8% |