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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $644 |
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 | $50,716 | $75,183-32.5% | $123,894-59.1% | $55,167-8.1% |
| Participation rate | 84.8% | 72.8%+12.0pp | 81.4%+3.4pp | 69.0%+15.8pp |
| Annual return | 7.55% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,895 | $2,823+38.0% | $4,617-15.6% | $1,963+98.5% |
| Participant deferral / active EE | $7,948 | $5,084+56.3% | $5,984+32.8% | $3,054+160.2% |
| Admin fee / account holder | $38 | $663-94.3% | $8,357-99.5% | $504-92.5% |