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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $33,801 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,795 | $50,919+129.4% | $155,556-24.9% | $77,762+50.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.74% | 34.84%-20.1pp | 64.84%-50.1pp | 31.27%-16.5pp |
| Employer contribution / active EE | $8,552 | $1,991+329.4% | $4,675+82.9% | $2,728+213.5% |
| Participant deferral / active EE | $13,710 | $2,824+385.4% | $5,631+143.5% | $4,651+194.8% |
| Admin fee / account holder | $27 | $437-93.7% | $15,885-99.8% | $433-93.7% |