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 | $21,151 |
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 | $76,293 | $60,165+26.8% | $74,184+2.8% | $55,167+38.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 19.54% | 10.00%+9.5pp | 17.74%+1.8pp | 169.23%-149.7pp |
| Employer contribution / active EE | $1,636 | $1,600+2.2% | $2,370-31.0% | $1,963-16.7% |
| Participant deferral / active EE | $3,868 | $2,973+30.1% | $3,550+9.0% | $3,054+26.6% |
| Admin fee / account holder | $83 | $419-80.2% | $5,586-98.5% | $504-83.5% |