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 | $183,136 |
MERCER5+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $58,586 |
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 | $121,466 | $105,173+15.5% | $87,102+39.5% | $77,775+56.2% |
| Participation rate | 94.7% | 85.8%+8.9pp | 76.9%+17.8pp | 73.2%+21.5pp |
| Annual return | 33.94% | 24.52%+9.4pp | 28.19%+5.7pp | 32.58%+1.4pp |
| Employer contribution / active EE | $2,200 | $2,890-23.9% | $2,521-12.8% | $2,504-12.2% |
| Participant deferral / active EE | $6,410 | $5,048+27.0% | $4,048+58.3% | $3,966+61.6% |
| Admin fee / account holder | $48 | $105-53.9% | $7,493-99.4% | $100-51.8% |