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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $211 |
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 | $21,539 | $47,977-55.1% | $154,114-86.0% | $56,287-61.7% |
| Participation rate | 94.4% | 66.2%+28.2pp | 83.0%+11.3pp | 69.9%+24.5pp |
| Annual return | -7.39% | 3.54%-10.9pp | 735.16%-742.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,361 | $2,169-37.2% | $5,298-74.3% | $2,111-35.5% |
| Participant deferral / active EE | $2,390 | $2,392-0.1% | $5,081-53.0% | $3,350-28.7% |
| Admin fee / account holder | $66 | $438-85.0% | $13,411-99.5% | $521-87.4% |