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 | $100,512 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $133,467 | $136,853-2.5% | $130,231+2.5% | $80,160+66.5% |
| Participation rate | 90.2% | 81.6%+8.6pp | 76.3%+13.9pp | 72.9%+17.3pp |
| Annual return | 561.97% | 22.66%+539.3pp | 38.77%+523.2pp | 40.38%+521.6pp |
| Employer contribution / active EE | $712 | $3,395-79.0% | $4,126-82.7% | $2,978-76.1% |
| Participant deferral / active EE | $1,358 | $5,856-76.8% | $6,799-80.0% | $5,017-72.9% |
| Admin fee / account holder | $36 | $184-80.2% | $6,020-99.4% | $145-74.9% |