Filed October 31, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $73,569 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,246 | $88,515-48.9% | $162,163-72.1% | $67,579-33.0% |
| Participation rate | 94.2% | 86.8%+7.3pp | 87.6%+6.6pp | 71.3%+22.9pp |
| Annual return | 23.01% | 27.04%-4.0pp | 115.59%-92.6pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,180 | $3,563-66.9% | $5,614-79.0% | $2,148-45.1% |
| Participant deferral / active EE | $3,259 | $5,724-43.1% | $7,298-55.3% | $3,539-7.9% |
| Admin fee / account holder | $101 | $124-18.3% | $10,843-99.1% | $142-29.0% |