Filed June 29, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SVCS Service code 11 · EIN 01-0233346 | Actuarial | $335,400 |
FUND DIRECT ADVISORS9+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $124,545 |
Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $95,832 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 51 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Mgmt Fees | $89,692 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES AND COMPANY L.P. Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $71,741 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $398,892-100.0% | $398,892-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | 1.57% | 8.30%-6.7pp | 8.54%-7.0pp | 24.44%-22.9pp |
| Employer contribution / active EE | $0 | $41,025-100.0% | $37,153-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |