Filed June 29, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT SRVCS INC. Service code 15 · EIN 01-0233346 | Recordkeeping | $94,598 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,769 |
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 | $45,442 | $81,301-44.1% | $76,030-40.2% | $200,096-77.3% |
| Participation rate | 95.0% | 70.1%+24.9pp | 69.1%+25.9pp | 72.0%+23.0pp |
| Annual return | 10.67% | 16.31%-5.6pp | 361.54%-350.9pp | 34.26%-23.6pp |
| Employer contribution / active EE | $0 | $3,352-100.0% | $2,688-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,257-100.0% | $5,090-100.0% |
| Admin fee / account holder | $59 | $145-59.1% | $6,421-99.1% | $269-78.0% |