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 | $59,136 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $31,664 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INORPORATED Service code 27 | Advisory (Plan) | $0 |
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 | $12,626 | $44,473-71.6% | $76,518-83.5% | $55,725-77.3% |
| Participation rate | 82.9% | 51.0%+32.0pp | 68.0%+14.9pp | 70.9%+12.1pp |
| Annual return | 0.22% | -2.01%+2.2pp | -0.27%+0.5pp | 244.93%-244.7pp |
| Employer contribution / active EE | $3,081 | $1,101+179.7% | $2,647+16.4% | $2,078+48.2% |
| Participant deferral / active EE | $1,017 | $1,988-48.8% | $3,836-73.5% | $3,356-69.7% |
| Admin fee / account holder | $145 | $134+7.9% | $4,849-97.0% | $115+25.7% |