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 | $16,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,288 | $65,378+32.0% | $87,102-0.9% | $65,188+32.4% |
| Participation rate | 67.6% | 75.3%-7.8pp | 76.9%-9.3pp | 70.2%-2.6pp |
| Annual return | 21.90% | 31.28%-9.4pp | 28.19%-6.3pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,936 | $1,823+6.2% | $2,521-23.2% | $2,177-11.1% |
| Participant deferral / active EE | $4,606 | $3,389+35.9% | $4,048+13.8% | $3,514+31.1% |
| Admin fee / account holder | $79 | $520-84.8% | $7,493-98.9% | $847-90.7% |