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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,594 | $76,112+11.1% | $96,534-12.4% | $71,511+18.3% |
| Participation rate | 49.6% | 74.4%-24.8pp | 76.0%-26.4pp | 67.9%-18.4pp |
| Annual return | 9.54% | 22.81%-13.3pp | 25.88%-16.3pp | 28.86%-19.3pp |
| Employer contribution / active EE | $2,704 | $2,248+20.3% | $2,965-8.8% | $2,589+4.4% |
| Participant deferral / active EE | $5,035 | $4,217+19.4% | $4,851+3.8% | $4,291+17.4% |
| Admin fee / account holder | $32 | $2,708-98.8% | $8,253-99.6% | $1,588-98.0% |