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 | $524,152 |
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,530 | $77,180-20.3% | $117,861-47.8% | $177,276-65.3% |
| Participation rate | 96.5% | 85.8%+10.8pp | 79.7%+16.9pp | 74.8%+21.7pp |
| Annual return | 16.60% | 20.91%-4.3pp | 335.11%-318.5pp | 21.25%-4.6pp |
| Employer contribution / active EE | $2,519 | $1,992+26.5% | $3,786-33.5% | $2,479+1.6% |
| Participant deferral / active EE | $3,873 | $3,956-2.1% | $4,482-13.6% | $3,881-0.2% |
| Admin fee / account holder | $71 | $54+30.1% | $8,021-99.1% | $154-54.1% |