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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $40,308 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $6,869 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,023 | $85,635-41.6% | $123,894-59.6% | $63,975-21.8% |
| Participation rate | 80.6% | 74.9%+5.7pp | 81.4%-0.8pp | 71.1%+9.5pp |
| Annual return | 2.26% | 15.74%-13.5pp | 47.52%-45.3pp | 48.65%-46.4pp |
| Employer contribution / active EE | $872 | $3,076-71.7% | $4,617-81.1% | $2,182-60.1% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $6 | $75-91.7% | $8,357-99.9% | $70-91.1% |