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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $35,402 | $85,635-58.7% | $123,894-71.4% | $63,975-44.7% |
| Participation rate | 99.9% | 74.9%+24.9pp | 81.4%+18.4pp | 71.1%+28.7pp |
| Annual return | 8.19% | 15.74%-7.5pp | 47.52%-39.3pp | 48.65%-40.5pp |
| Employer contribution / active EE | $2,801 | $3,076-9.0% | $4,617-39.3% | $2,182+28.4% |
| Participant deferral / active EE | $4,372 | $5,667-22.8% | $5,984-26.9% | $3,356+30.3% |
| Admin fee / account holder | $13 | $75-82.9% | $8,357-99.8% | $70-81.8% |