Filed June 29, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS2+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $169,364 |
Filed as: JOHN HANCOCK RETIREMENT SVCS Service code 11 · EIN 01-0233346 | Actuarial | $92,649 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $42,932 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 3.31% | 5.96%-2.7pp | 4.07%-0.8pp | 9.19%-5.9pp |
| Employer contribution / active EE | $6,211 | $13,653-54.5% | $36,235-82.9% | $12,608-50.7% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |