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 | $224,059 |
MERCER7+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $90,013 |
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 | $156,644 | $144,879+8.1% | $111,319+40.7% | $93,010+68.4% |
| Participation rate | 90.4% | 86.1%+4.3pp | 77.3%+13.1pp | 73.9%+16.5pp |
| Annual return | 16.36% | 18.11%-1.7pp | 54.68%-38.3pp | 158.70%-142.3pp |
| Employer contribution / active EE | $2,388 | $3,052-21.8% | $2,732-12.6% | $2,705-11.7% |
| Participant deferral / active EE | $7,300 | $5,576+30.9% | $4,488+62.7% | $4,561+60.1% |
| Admin fee / account holder | $58 | $104-43.7% | $7,966-99.3% | $152-61.6% |