Filed March 8, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $291 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,365 | $26,549-83.6% | $61,452-92.9% | $66,938-93.5% |
| Participation rate | 97.8% | 38.1%+59.7pp | 52.6%+45.2pp | 69.8%+27.9pp |
| Annual return | -33.19% | -16.21%-17.0pp | 338.96%-372.2pp | 1.58%-34.8pp |
| Employer contribution / active EE | $1,153 | $651+76.9% | $1,160-0.6% | $2,545-54.7% |
| Participant deferral / active EE | $2,943 | $1,338+120.0% | $2,125+38.5% | $4,238-30.6% |
| Admin fee / account holder | $84 | $409-79.5% | $2,131-96.1% | $594-85.9% |