Filed June 29, 2017 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS INC. Service code 15 · EIN 01-0233346 | Recordkeeping | $123,046 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,183 |
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 | $41,740 | $70,115-40.5% | $70,589-40.9% | $80,187-47.9% |
| Participation rate | 95.3% | 71.7%+23.6pp | 68.4%+26.9pp | 72.9%+22.3pp |
| Annual return | 15.22% | 134.51%-119.3pp | 32.80%-17.6pp | 40.40%-25.2pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $2,977-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,569-100.0% | $5,016-100.0% |
| Admin fee / account holder | $68 | $112-39.2% | $6,430-98.9% | $145-53.0% |