Filed September 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $99,957 |
Service code 27 ONE HUNDRED NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $20,750 |
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 | $92,468 | $102,255-9.6% | $118,746-22.1% | $77,958+18.6% |
| Participation rate | 87.4% | 84.8%+2.6pp | 78.3%+9.2pp | 71.6%+15.8pp |
| Annual return | 17.75% | 65.05%-47.3pp | 24.54%-6.8pp | 20.87%-3.1pp |
| Employer contribution / active EE | $2,627 | $4,931-46.7% | $4,193-37.3% | $2,310+13.7% |
| Participant deferral / active EE | $4,639 | $5,974-22.4% | $5,332-13.0% | $3,537+31.2% |
| Admin fee / account holder | $66 | $79-15.8% | $10,720-99.4% | $97-31.7% |