Filed June 29, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $383,731 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $112,422 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,302 | $74,498-31.1% | $94,229-45.6% | $59,188-13.3% |
| Participation rate | 96.4% | 76.8%+19.6pp | 78.8%+17.7pp | 69.4%+27.0pp |
| Annual return | -0.16% | 2.76%-2.9pp | 10.68%-10.8pp | 5.51%-5.7pp |
| Employer contribution / active EE | $2,564 | $2,077+23.4% | $3,587-28.5% | $2,098+22.2% |
| Participant deferral / active EE | $3,471 | $3,433+1.1% | $4,320-19.7% | $3,265+6.3% |
| Admin fee / account holder | $72 | $103-29.8% | $6,269-98.8% | $92-21.6% |