Filed September 13, 2019 (most recent of 4 filings on file)
Total covered: 93 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $297,533 |
Filed as: SIGNATOR INVESTORS, INC. Service code 28 197 CLARENDON ST. · BOSTON, MA 02116 | Investment Management | $33,835 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $22,200 |
Filed as: NYLIFE SECURITIES, INC. Service code 28 · EIN 13-2649692 | Investment Management | $7,535 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,388 | $65,292+20.1% | $88,497-11.4% | $65,292+20.1% |
| Participation rate | 97.8% | 72.4%+25.4pp | 82.4%+15.4pp | 72.4%+25.4pp |
| Annual return | 18.92% | 11.84%+7.1pp | 7.63%+11.3pp | 11.84%+7.1pp |
| Employer contribution / active EE | $5,024 | $2,302+118.3% | $4,036+24.5% | $2,302+118.3% |
| Participant deferral / active EE | $5,244 | $3,579+46.5% | $4,899+7.0% | $3,579+46.5% |
| Admin fee / account holder | $31 | $57-46.2% | $6,220-99.5% | $57-46.2% |