Filed February 27, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $145,517 |
Service code 10 · EIN 99-2539506 | Accounting | $19,986 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,119 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,021 | $88,890-40.4% | $102,423-48.2% | $77,643-31.7% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.4pp | 70.6%+25.3pp |
| Annual return | 12.86% | 24.98%-12.1pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,612 | $2,698+33.9% | $3,023+19.5% | $2,726+32.5% |
| Participant deferral / active EE | $6,487 | $5,145+26.1% | $5,053+28.4% | $4,647+39.6% |
| Admin fee / account holder | $218 | $235-7.2% | $9,451-97.7% | $430-49.2% |