Filed August 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $3,825 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $750 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 10480 LITTLE PAWTUXENT PKWY · COLUMBIA, MD 21044 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,067 | $41,854+390.0% | $73,836+177.7% | $52,331+291.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 0.32% | 2.11%-1.8pp | 2268.06%-2267.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $7,520 | $1,920+291.6% | $2,787+169.8% | $1,882+299.6% |
| Participant deferral / active EE | $13,977 | $2,498+459.5% | $3,583+290.1% | $3,022+362.5% |
| Admin fee / account holder | $30 | $493-93.9% | $4,882-99.4% | $592-94.9% |