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 | $674,720 |
Filed as: CAPTRUST Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $23,185 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $17,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,737 | $83,826-27.5% | $125,195-51.5% | $82,204-26.1% |
| Participation rate | 96.6% | 83.1%+13.5pp | 79.8%+16.8pp | 73.4%+23.2pp |
| Annual return | 21.92% | 22.78%-0.9pp | 43.79%-21.9pp | 26.31%-4.4pp |
| Employer contribution / active EE | $2,360 | $2,267+4.1% | $3,866-39.0% | $2,707-12.8% |
| Participant deferral / active EE | $4,104 | $4,293-4.4% | $4,937-16.9% | $4,246-3.3% |
| Admin fee / account holder | $79 | $74+6.6% | $9,704-99.2% | $76+4.8% |