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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $43,523 |
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,187 | $62,543+18.6% | $83,327-11.0% | $55,725+33.1% |
| Participation rate | 97.2% | 78.4%+18.8pp | 77.8%+19.5pp | 70.9%+26.4pp |
| Annual return | -6.87% | 14.85%-21.7pp | 10.64%-17.5pp | 244.93%-251.8pp |
| Employer contribution / active EE | $2,715 | $2,427+11.8% | $3,379-19.7% | $2,078+30.6% |
| Participant deferral / active EE | $6,397 | $5,682+12.6% | $5,565+14.9% | $3,356+90.6% |
| Admin fee / account holder | $81 | $103-21.9% | $7,540-98.9% | $115-30.0% |