Filed October 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $424 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,424 | $37,134+84.3% | $100,671-32.0% | $52,331+30.8% |
| Participation rate | 78.0% | 57.7%+20.4pp | 70.7%+7.3pp | 68.1%+9.9pp |
| Annual return | -2.46% | 0.10%-2.6pp | 20.43%-22.9pp | 4.54%-7.0pp |
| Employer contribution / active EE | $3,203 | $1,187+169.7% | $4,012-20.2% | $1,882+70.2% |
| Participant deferral / active EE | $5,482 | $2,163+153.4% | $3,144+74.4% | $3,022+81.4% |
| Admin fee / account holder | $5 | $467-98.9% | $4,850-99.9% | $592-99.1% |