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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
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 | $27,011 | $72,486-62.7% | $87,103-69.0% | $72,976-63.0% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 6.29% | 24.46%-18.2pp | 28.19%-21.9pp | 81.02%-74.7pp |
| Employer contribution / active EE | $1,996 | $1,894+5.4% | $2,521-20.9% | $2,440-18.2% |
| Participant deferral / active EE | $4,166 | $3,270+27.4% | $4,049+2.9% | $3,608+15.5% |
| Admin fee / account holder | $37 | $5,055-99.3% | $7,491-99.5% | $5,124-99.3% |