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 | $726,604 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $35,000 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $23,671 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,254 | $84,517-20.4% | $133,982-49.8% | $93,223-27.9% |
| Participation rate | 94.3% | 81.9%+12.5pp | 79.8%+14.5pp | 74.9%+19.4pp |
| Annual return | 14.11% | 16.66%-2.5pp | 45.10%-31.0pp | 19.29%-5.2pp |
| Employer contribution / active EE | $2,157 | $2,296-6.0% | $3,919-45.0% | $2,680-19.5% |
| Participant deferral / active EE | $3,865 | $4,286-9.8% | $5,047-23.4% | $4,563-15.3% |
| Admin fee / account holder | $80 | $66+21.6% | $8,930-99.1% | $79+1.5% |