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 | $4,625 |
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 | $96,318 | $65,442+47.2% | $86,717+11.1% | $66,954+43.9% |
| Participation rate | 58.9% | 75.5%-16.6pp | 76.6%-17.7pp | 69.8%-10.9pp |
| Annual return | -9.31% | -10.91%+1.6pp | 35.97%-45.3pp | 1.57%-10.9pp |
| Employer contribution / active EE | $2,648 | $2,154+22.9% | $2,837-6.7% | $2,545+4.0% |
| Participant deferral / active EE | $4,973 | $4,103+21.2% | $4,657+6.8% | $4,239+17.3% |
| Admin fee / account holder | $26 | $642-96.0% | $7,494-99.7% | $594-95.6% |