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 | $281,507 |
MERCER8+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $47,464 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,984 | $130,052-5.4% | $86,717+41.8% | $77,906+57.9% |
| Participation rate | 91.1% | 85.9%+5.2pp | 76.6%+14.5pp | 73.7%+17.4pp |
| Annual return | -13.49% | -12.73%-0.8pp | 35.97%-49.5pp | 12.16%-25.6pp |
| Employer contribution / active EE | $3,214 | $3,2140% | $2,837+13.3% | $2,846+12.9% |
| Participant deferral / active EE | $7,966 | $5,741+38.8% | $4,657+71.1% | $4,805+65.8% |
| Admin fee / account holder | $58 | $132-55.8% | $7,494-99.2% | $133-56.0% |