Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 71 · EIN 80-0709115 | Brokerage Fees | $135,015 |
NORDSON CORPORATION1 year Service code 14 · EIN 34-0590250 | Plan Administrator | $82,264 |
MERCER10+ years Filed as: MERCER INVESTMENTS Service code 27 · EIN 61-0736360 | Advisory (Plan) | $72,675 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $26,532 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,496 | $110,282+51.0% | $102,423+62.6% | $199,921-16.7% |
| Participation rate | 95.1% | 86.3%+8.9pp | 76.5%+18.6pp | 72.0%+23.1pp |
| Annual return | 11.75% | 35.75%-24.0pp | 29.42%-17.7pp | 34.28%-22.5pp |
| Employer contribution / active EE | $3,797 | $3,603+5.4% | $3,023+25.6% | $3,035+25.1% |
| Participant deferral / active EE | $8,539 | $6,376+33.9% | $5,054+69.0% | $5,089+67.8% |
| Admin fee / account holder | $72 | $122-41.2% | $9,455-99.2% | $269-73.3% |