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 | $110,258+51.0% | $102,460+62.5% | $200,096-16.8% |
| Participation rate | 95.1% | 86.3%+8.8pp | 76.5%+18.6pp | 72.0%+23.1pp |
| Annual return | 11.75% | 35.78%-24.0pp | 29.47%-17.7pp | 34.26%-22.5pp |
| Employer contribution / active EE | $3,797 | $3,605+5.3% | $3,025+25.5% | $3,038+25.0% |
| Participant deferral / active EE | $8,539 | $6,377+33.9% | $5,056+68.9% | $5,090+67.8% |
| Admin fee / account holder | $72 | $122-41.2% | $9,460-99.2% | $269-73.3% |