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 | $2,100 |
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 | $206,360 | $50,637+307.5% | $86,582+138.3% | $62,293+231.3% |
| Participation rate | 99.1% | 67.9%+31.2pp | 73.5%+25.5pp | 69.5%+29.5pp |
| Annual return | 15.97% | 20.80%-4.8pp | 965.08%-949.1pp | 28.90%-12.9pp |
| Employer contribution / active EE | $8,086 | $2,075+289.6% | $2,839+184.8% | $2,042+295.9% |
| Participant deferral / active EE | $15,045 | $2,611+476.2% | $3,609+316.9% | $3,169+374.7% |
| Admin fee / account holder | $14 | $413-96.6% | $4,904-99.7% | $479-97.1% |