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 SVCSE Service code 15 · EIN 01-0233346 | Recordkeeping | $79,955 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,890 | $140,190-54.4% | $115,756-44.8% | $77,904-18.0% |
| Participation rate | 74.5% | 81.0%-6.5pp | 77.1%-2.6pp | 73.7%+0.8pp |
| Annual return | 28.41% | -13.46%+41.9pp | 143.14%-114.7pp | 12.21%+16.2pp |
| Employer contribution / active EE | $1,970 | $3,169-37.8% | $3,793-48.1% | $2,848-30.8% |
| Participant deferral / active EE | $3,456 | $5,401-36.0% | $6,254-44.7% | $4,806-28.1% |
| Admin fee / account holder | $82 | $138-40.7% | $8,124-99.0% | $133-38.1% |