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 | $23,988 |
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 | $50,233 | $111,608-55.0% | $177,821-71.8% | $73,409-31.6% |
| Participation rate | 94.0% | 87.9%+6.1pp | 87.7%+6.2pp | 72.2%+21.8pp |
| Annual return | 19.16% | 18.23%+0.9pp | 48.32%-29.2pp | 59.29%-40.1pp |
| Employer contribution / active EE | $1,254 | $3,796-67.0% | $5,918-78.8% | $2,234-43.9% |
| Participant deferral / active EE | $3,624 | $6,199-41.5% | $7,714-53.0% | $3,805-4.8% |
| Admin fee / account holder | $29 | $166-82.2% | $12,427-99.8% | $158-81.3% |