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 | $108,429 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,164 | $112,686-54.6% | $169,993-69.9% | $80,160-36.2% |
| Participation rate | 96.4% | 87.4%+9.0pp | 87.0%+9.4pp | 72.9%+23.4pp |
| Annual return | 24.99% | 67.04%-42.1pp | 53.37%-28.4pp | 40.38%-15.4pp |
| Employer contribution / active EE | $1,940 | $4,481-56.7% | $6,785-71.4% | $2,978-34.9% |
| Participant deferral / active EE | $4,476 | $7,876-43.2% | $10,408-57.0% | $5,017-10.8% |
| Admin fee / account holder | $97 | $99-1.7% | $12,815-99.2% | $145-32.8% |