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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Pension Consulting | $4,078 |
Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $1,079 |
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 | $51,394 | $84,236-39.0% | $170,435-69.8% | $70,126-26.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.33% | 23.06%-7.7pp | 205.94%-190.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $4,275 | $3,387+26.2% | $5,432-21.3% | $2,343+82.5% |
| Participant deferral / active EE | $3,645 | $3,086+18.1% | $4,939-26.2% | $3,332+9.4% |
| Admin fee / account holder | $39 | $5,698-99.3% | $13,881-99.7% | $4,645-99.2% |