Filed June 29, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS INC. Service code 15 · EIN 01-0233346 | Recordkeeping | $98,638 |
Annual investment return 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 | $21,898 | $54,281-59.7% | $60,547-63.8% | $59,188-63.0% |
| Participation rate | 93.2% | 66.8%+26.4pp | 68.0%+25.2pp | 69.4%+23.8pp |
| Annual return | -1.32% | 1.74%-3.1pp | 335.64%-337.0pp | 5.51%-6.8pp |
| Employer contribution / active EE | $4,425 | $2,031+117.8% | $2,419+82.9% | $2,098+110.9% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $3,328-100.0% | $3,265-100.0% |
| Admin fee / account holder | $40 | $64-37.8% | $4,536-99.1% | $92-56.5% |