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 | $20,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,665 | $59,191+39.7% | $76,768+7.7% | $56,289+46.9% |
| Participation rate | 68.7% | 75.2%-6.5pp | 77.0%-8.3pp | 69.9%-1.1pp |
| Annual return | -7.23% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,797 | $1,759+2.1% | $2,485-27.7% | $2,111-14.9% |
| Participant deferral / active EE | $4,210 | $3,255+29.3% | $3,852+9.3% | $3,350+25.7% |
| Admin fee / account holder | $99 | $489-79.8% | $6,676-98.5% | $521-81.0% |