Filed July 9, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $24,554 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,146 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,351 | $101,499-26.7% | $147,005-49.4% | $74,546-0.3% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 16.22% | 8732.34%-8716.1pp | 418.76%-402.5pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $2,188 | $3,811-42.6% | $4,934-55.6% | $2,624-16.6% |
| Participant deferral / active EE | $8,050 | $7,304+10.2% | $8,070-0.2% | $4,347+85.2% |
| Admin fee / account holder | $247 | $1,748-85.9% | $13,006-98.1% | $1,944-87.3% |