Filed December 1, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 71 · EIN 80-0709115 | Brokerage Fees | $272,496 |
MERCER3+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $56,488 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,871 | $88,730+55.4% | $82,312+67.5% | $77,958+76.9% |
| Participation rate | 90.7% | 84.5%+6.1pp | 76.9%+13.8pp | 71.6%+19.0pp |
| Annual return | 18.42% | 20.88%-2.5pp | 25.88%-7.5pp | 20.87%-2.4pp |
| Employer contribution / active EE | $2,049 | $2,758-25.7% | $2,428-15.6% | $2,310-11.3% |
| Participant deferral / active EE | $5,922 | $4,634+27.8% | $3,706+59.8% | $3,537+67.5% |
| Admin fee / account holder | $86 | $74+15.9% | $5,608-98.5% | $97-11.9% |