Filed April 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $30,700 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 P.O. BOX 219153 · KANSAS CITY, MO 64121 | Advisory (Plan) | $15,982 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $39,177 | $33,067+18.5% | $76,518-48.8% | $56,289-30.4% |
| Participation rate | 81.2% | 55.4%+25.8pp | 68.0%+13.2pp | 69.9%+11.4pp |
| Annual return | 36.79% | 2.72%+34.1pp | -0.27%+37.1pp | -9.96%+46.8pp |
| Employer contribution / active EE | $1,671 | $1,200+39.2% | $2,647-36.9% | $2,111-20.9% |
| Participant deferral / active EE | $2,456 | $2,240+9.7% | $3,836-36.0% | $3,350-26.7% |
| Admin fee / account holder | $185 | $537-65.5% | $4,849-96.2% | $521-64.4% |