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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,758 |
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 | $41,051 | $75,388-45.5% | $123,552-66.8% | $55,725-26.3% |
| Participation rate | 78.4% | 75.7%+2.7pp | 82.3%-3.9pp | 70.9%+7.5pp |
| Annual return | -4.13% | 4.48%-8.6pp | 119.20%-123.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3,473 | $3,063+13.4% | $4,628-25.0% | $2,078+67.1% |
| Participant deferral / active EE | $7,903 | $5,651+39.9% | $6,426+23.0% | $3,356+135.5% |
| Admin fee / account holder | $35 | $120-70.8% | $9,285-99.6% | $115-69.6% |