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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $14,583 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,411 | $88,874-48.9% | $123,552-63.2% | $75,289-39.7% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.3%+15.5pp | 72.4%+25.4pp |
| Annual return | -6.94% | 4.22%-11.2pp | 119.20%-126.1pp | -0.04%-6.9pp |
| Employer contribution / active EE | $3,341 | $3,256+2.6% | $4,628-27.8% | $2,405+38.9% |
| Participant deferral / active EE | $6,005 | $6,174-2.7% | $6,426-6.5% | $3,739+60.6% |
| Admin fee / account holder | $9 | $95-90.6% | $9,285-99.9% | $102-91.3% |