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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 | $41,114 | $96,458-57.4% | $136,298-69.8% | $77,958-47.3% |
| Participation rate | 99.6% | 75.4%+24.2pp | 81.9%+17.7pp | 71.6%+28.0pp |
| Annual return | 18.66% | 23.78%-5.1pp | 5156.27%-5137.6pp | 20.87%-2.2pp |
| Employer contribution / active EE | $2,947 | $3,144-6.3% | $4,696-37.2% | $2,310+27.5% |
| Participant deferral / active EE | $4,913 | $5,902-16.8% | $6,247-21.4% | $3,537+38.9% |
| Admin fee / account holder | $0 | $80-100.0% | $9,244-100.0% | $97-100.0% |