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 | $5,690 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,594 | $76,050+11.2% | $96,544-12.4% | $71,457+18.4% |
| Participation rate | 49.6% | 74.4%-24.8pp | 76.0%-26.4pp | 67.9%-18.4pp |
| Annual return | 9.54% | 22.81%-13.3pp | 25.84%-16.3pp | 28.85%-19.3pp |
| Employer contribution / active EE | $2,704 | $2,244+20.5% | $2,965-8.8% | $2,588+4.5% |
| Participant deferral / active EE | $5,035 | $4,215+19.4% | $4,851+3.8% | $4,289+17.4% |
| Admin fee / account holder | $32 | $2,707-98.8% | $8,252-99.6% | $1,587-98.0% |