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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 | $50,820+129.8% | $155,567-24.9% | $77,671+50.4% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.74% | 34.85%-20.1pp | 64.74%-50.0pp | 31.21%-16.5pp |
| Employer contribution / active EE | $8,552 | $1,993+329.2% | $4,674+83.0% | $2,726+213.7% |
| Participant deferral / active EE | $13,710 | $2,823+385.6% | $5,628+143.6% | $4,648+195.0% |
| Admin fee / account holder | $27 | $436-93.7% | $15,916-99.8% | $430-93.6% |