Filed June 29, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $170,119 |
Filed as: JOHN HANCOCK RETIREMENT SVCS Service code 11 · EIN 01-0233346 | Actuarial | $85,715 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $45,495 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 11 · EIN 52-2206685 | Actuarial | $5,600 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $313,292-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -4.84% | 1.67%-6.5pp | -2.79%-2.1pp | 1.67%-6.5pp |
| Employer contribution / active EE | $5,817 | $10,506-44.6% | $39,327-85.2% | $10,506-44.6% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $351-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $15,115-100.0% | $66,276-100.0% |