Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 71 · EIN 80-0709115 | Brokerage Fees | $16,794 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,982 | $54,320+56.4% | $67,652+25.6% | $52,331+62.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 4.04% | 6.81%-2.8pp | 6625.40%-6621.4pp | 4.54%-0.5pp |
| Employer contribution / active EE | $1,713 | $1,544+11.0% | $2,266-24.4% | $1,882-9.0% |
| Participant deferral / active EE | $4,126 | $2,950+39.9% | $3,560+15.9% | $3,022+36.5% |
| Admin fee / account holder | $98 | $527-81.3% | $4,821-98.0% | $592-83.4% |