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 | $3,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $116,217 | $84,940+36.8% | $111,319+4.4% | $79,395+46.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 77.3%-10.7pp | 70.7%-4.0pp |
| Annual return | 16.59% | 17.45%-0.9pp | 54.68%-38.1pp | 116.90%-100.3pp |
| Employer contribution / active EE | $2,009 | $1,979+1.5% | $2,732-26.5% | $2,428-17.3% |
| Participant deferral / active EE | $4,853 | $3,889+24.8% | $4,488+8.2% | $4,046+20.0% |
| Admin fee / account holder | $26 | $537-95.1% | $7,966-99.7% | $626-95.8% |