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 | $142,732 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $16,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,214 | $78,339-43.6% | $85,708-48.4% | $93,010-52.5% |
| Participation rate | 98.3% | 72.5%+25.8pp | 69.9%+28.4pp | 73.9%+24.4pp |
| Annual return | 10.06% | 21.17%-11.1pp | 21.49%-11.4pp | 158.70%-148.6pp |
| Employer contribution / active EE | $0 | $2,560-100.0% | $2,618-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,922-100.0% | $4,561-100.0% |
| Admin fee / account holder | $67 | $104-35.1% | $6,876-99.0% | $152-55.6% |