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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,071 |
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 | $116,957 | $66,302+76.4% | $110,243+6.1% | $56,287+107.8% |
| Participation rate | 99.3% | 74.9%+24.3pp | 79.8%+19.4pp | 69.9%+29.4pp |
| Annual return | 1.82% | -1.18%+3.0pp | 314.76%-312.9pp | -9.96%+11.8pp |
| Employer contribution / active EE | $1,862 | $2,047-9.1% | $3,827-51.3% | $2,111-11.8% |
| Participant deferral / active EE | $6,087 | $3,381+80.0% | $4,672+30.3% | $3,350+81.7% |
| Admin fee / account holder | $49 | $698-93.1% | $8,548-99.4% | $521-90.7% |