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 | $5,254 |
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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,497 | $54,763+348.3% | $90,324+171.8% | $72,976+236.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.88% | 30.63%-9.8pp | 78.15%-57.3pp | 81.02%-60.1pp |
| Employer contribution / active EE | $20,688 | $2,093+888.3% | $2,856+624.4% | $2,440+747.9% |
| Participant deferral / active EE | $14,179 | $2,887+391.1% | $3,885+264.9% | $3,608+293.0% |
| Admin fee / account holder | $38 | $3,973-99.1% | $5,356-99.3% | $5,124-99.3% |