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 | $20,287 |
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 | $98,473 | $64,909+51.7% | $82,312+19.6% | $62,293+58.1% |
| Participation rate | 75.7% | 74.9%+0.9pp | 76.9%-1.2pp | 69.5%+6.2pp |
| Annual return | 18.65% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,762 | $1,676+5.1% | $2,428-27.5% | $2,042-13.7% |
| Participant deferral / active EE | $4,122 | $3,103+32.8% | $3,706+11.2% | $3,169+30.1% |
| Admin fee / account holder | $95 | $440-78.5% | $5,608-98.3% | $479-80.2% |