Filed January 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $333,413 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,033 | $58,336-57.1% | $97,260-74.3% | $199,960-87.5% |
| Participation rate | 86.6% | 63.8%+22.9pp | 72.7%+13.9pp | 72.0%+14.6pp |
| Annual return | 14.21% | 32.81%-18.6pp | 75.54%-61.3pp | 34.28%-20.1pp |
| Employer contribution / active EE | $310 | $1,416-78.1% | $2,721-88.6% | $3,036-89.8% |
| Participant deferral / active EE | $1,177 | $3,240-63.7% | $4,262-72.4% | $5,087-76.9% |
| Admin fee / account holder | $58 | $114-49.3% | $5,640-99.0% | $269-78.5% |