Filed June 29, 2017 (most recent of 3 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 | $530,841 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,467 | $70,961-24.7% | $108,582-50.8% | $65,292-18.1% |
| Participation rate | 96.5% | 80.9%+15.5pp | 79.6%+16.9pp | 72.4%+24.0pp |
| Annual return | 9.15% | 10.24%-1.1pp | -51.70%+60.8pp | 11.84%-2.7pp |
| Employer contribution / active EE | $2,326 | $1,833+26.9% | $3,758-38.1% | $2,302+1.0% |
| Participant deferral / active EE | $3,534 | $3,662-3.5% | $4,311-18.0% | $3,579-1.3% |
| Admin fee / account holder | $72 | $43+69.7% | $7,645-99.1% | $57+26.0% |