Filed August 12, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,462 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $2,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,813 | $48,064+12.0% | $78,778-31.7% | $69,631-22.7% |
| Participation rate | 29.3% | 61.6%-32.2pp | 69.2%-39.9pp | 70.7%-41.4pp |
| Annual return | -17.11% | 21.81%-38.9pp | 35.62%-52.7pp | 27571.02%-27588.1pp |
| Employer contribution / active EE | $493 | $744-33.6% | $1,986-75.2% | $2,032-75.7% |
| Participant deferral / active EE | $1,344 | $2,079-35.4% | $2,958-54.6% | $3,224-58.3% |
| Admin fee / account holder | $29 | $152-81.1% | $5,134-99.4% | $110-73.9% |