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 | $3,805 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 55 | Other Commissions | $0 |
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 | $215,071 | $43,423+395.3% | $78,676+173.4% | $55,167+289.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 8.13% | 11.53%-3.4pp | 62.19%-54.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $8,145 | $1,997+307.9% | $2,850+185.8% | $1,963+315.0% |
| Participant deferral / active EE | $15,334 | $2,509+511.2% | $3,517+336.0% | $3,054+402.1% |
| Admin fee / account holder | $25 | $416-94.1% | $4,510-99.5% | $504-95.1% |