Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 71 · EIN 80-0709115 | Brokerage Fees | $302,409 |
MERCER2+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $54,973 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,211-100.0% | $74,184-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 14.14% | 14.13%0pp | 17.74%-3.6pp | 48.65%-34.5pp |
| Employer contribution / active EE | $2,097 | $2,553-17.9% | $2,370-11.5% | $2,182-3.9% |
| Participant deferral / active EE | $6,108 | $4,370+39.8% | $3,550+72.1% | $3,356+82.0% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |