HANCOCK ESTABROOK, LLP RETIREMENT PLAN

At the end of 2022, the total retirement plan assets of HANCOCK ESTABROOK, LLP RETIREMENT PLAN is $45,129,618.This plan was established in 1997.

At the end of 2022, the total number of retirement plan participants in HANCOCK ESTABROOK, LLP RETIREMENT PLAN is 140

In 2022, the average participant retirement account value for HANCOCK ESTABROOK, LLP RETIREMENT PLAN is $322,354

In 2022, the estimated average employee contribution amount per participant for HANCOCK ESTABROOK, LLP RETIREMENT PLAN is $6,553

In 2022, the estimated average employer match for an employee in HANCOCK ESTABROOK, LLP RETIREMENT PLAN is approximately $6,584

In 2022, HANCOCK ESTABROOK, LLP RETIREMENT PLAN allocates $921,799 to match its employees’ contributions, providing an employer match rate of 103.42% of their contributions

In 2022, the total retirement plan asset growth rate of HANCOCK ESTABROOK, LLP RETIREMENT PLAN is -20.66%

In 2022, the estimated aggregate retirement account investment gain/loss for HANCOCK ESTABROOK, LLP RETIREMENT PLAN is -14.94%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of HANCOCK ESTABROOK, LLP RETIREMENT PLAN is 0.09%.

Enrollment Features

HANCOCK ESTABROOK, LLP RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.