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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $4,965 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,376 | $82,188-27.8% | $125,391-52.6% | $64,824-8.4% |
| Participation rate | 81.5% | 77.9%+3.6pp | 82.4%-0.9pp | 71.5%+10.0pp |
| Annual return | -16.60% | 3.50%-20.1pp | 572.41%-589.0pp | 32.84%-49.4pp |
| Employer contribution / active EE | $521 | $3,617-85.6% | $4,816-89.2% | $2,507-79.2% |
| Participant deferral / active EE | $5,237 | $7,177-27.0% | $7,448-29.7% | $4,311+21.5% |
| Admin fee / account holder | $10 | $163-93.7% | $10,009-99.9% | $188-94.5% |