Filed June 29, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS INC. Service code 15 · EIN 01-0233346 | Recordkeeping | $144,113 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $17,500 |
INGRAM ADVISORY SERVICES1 year Filed as: INGRAM INDUSTRIES INC. Service code 21 ONE BELLE MEADE PLACE · NASHVILLE, TN 37205 | Bank Trustee | $10,402 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,917 | $63,321-41.7% | $68,815-46.4% | $77,906-52.6% |
| Participation rate | 96.5% | 71.1%+25.3pp | 69.0%+27.4pp | 73.7%+22.8pp |
| Annual return | -15.46% | -6.50%-9.0pp | -6.37%-9.1pp | 12.16%-27.6pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,656-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,943-100.0% | $4,805-100.0% |
| Admin fee / account holder | $65 | $104-37.4% | $4,936-98.7% | $133-50.8% |