Filed September 11, 2024 (most recent of 2 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 | $142,557 |
IRA GROUP4+ years Filed as: IRA GROUP, INC. Service code 20 · EIN 58-1989031 | Trustee (individual); Investment mana... | $7,500 |
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 | $116,846 | $65,223+79.1% | $80,022+46.0% | $55,727+109.7% |
| Participation rate | 93.7% | 80.6%+13.2pp | 75.8%+17.9pp | 70.9%+22.9pp |
| Annual return | -9.36% | 7.59%-16.9pp | 11.22%-20.6pp | 244.94%-254.3pp |
| Employer contribution / active EE | $2,870 | $2,544+12.8% | $2,468+16.3% | $2,078+38.1% |
| Participant deferral / active EE | $5,167 | $3,881+33.2% | $3,686+40.2% | $3,356+54.0% |
| Admin fee / account holder | $117 | $114+2.2% | $6,521-98.2% | $115+1.3% |