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 | $4,600 |
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 |
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 | $194,401 | $49,177+295.3% | $79,467+144.6% | $64,173+202.9% |
| Participation rate | 99.0% | 65.0%+33.9pp | 73.3%+25.6pp | 69.6%+29.4pp |
| Annual return | -3.97% | -1.16%-2.8pp | 718.30%-722.3pp | 7.63%-11.6pp |
| Employer contribution / active EE | $8,672 | $2,076+317.7% | $2,800+209.7% | $2,381+264.3% |
| Participant deferral / active EE | $16,056 | $2,821+469.1% | $3,704+333.5% | $3,470+362.7% |
| Admin fee / account holder | $31 | $3,839-99.2% | $5,104-99.4% | $4,887-99.4% |