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 | $346,940 |
MERCER9+ years Filed as: MERCER INVESTMENTS Service code 17 · EIN 61-0736360 | Pension Consulting | $49,690 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,550 | $104,544+36.4% | $96,564+47.6% | $80,187+77.8% |
| Participation rate | 89.9% | 86.4%+3.5pp | 76.0%+13.9pp | 72.9%+16.9pp |
| Annual return | 16.40% | 21.79%-5.4pp | 25.89%-9.5pp | 40.40%-24.0pp |
| Employer contribution / active EE | $3,589 | $3,527+1.7% | $2,967+21.0% | $2,980+20.4% |
| Participant deferral / active EE | $8,448 | $6,170+36.9% | $4,852+74.1% | $5,016+68.4% |
| Admin fee / account holder | $74 | $107-30.5% | $8,256-99.1% | $145-48.8% |