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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $31,360 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $10,460 |
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 | $207,799 | $65,263+218.4% | $90,223+130.3% | $55,191+276.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 79.0%+21.0pp | 69.2%+30.8pp |
| Annual return | 1.30% | 2.81%-1.5pp | 1.31%0pp | 10.78%-9.5pp |
| Employer contribution / active EE | $7,983 | $4,153+92.2% | $4,378+82.3% | $1,899+320.4% |
| Participant deferral / active EE | $11,022 | $5,564+98.1% | $5,792+90.3% | $3,046+261.8% |
| Admin fee / account holder | $66 | $116-43.1% | $7,406-99.1% | $91-27.2% |