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 | $101,453 |
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 | $41,997 | $86,897-51.7% | $151,611-72.3% | $64,808-35.2% |
| Participation rate | 95.3% | 87.3%+8.0pp | 87.5%+7.8pp | 71.5%+23.8pp |
| Annual return | -14.15% | -3.57%-10.6pp | 3.33%-17.5pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,633 | $4,010-59.3% | $6,166-73.5% | $2,506-34.8% |
| Participant deferral / active EE | $4,017 | $6,690-40.0% | $8,363-52.0% | $4,310-6.8% |
| Admin fee / account holder | $99 | $153-35.3% | $11,616-99.1% | $188-47.3% |