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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,910 |
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 | $43,512 | $100,801-56.8% | $149,715-70.9% | $73,412-40.7% |
| Participation rate | 84.3% | 77.7%+6.6pp | 82.5%+1.8pp | 72.2%+12.1pp |
| Annual return | 16.79% | 265.34%-248.5pp | 276.66%-259.9pp | 59.30%-42.5pp |
| Employer contribution / active EE | $4,591 | $3,312+38.6% | $4,645-1.2% | $2,234+105.5% |
| Participant deferral / active EE | $10,136 | $6,404+58.3% | $6,842+48.1% | $3,806+166.4% |
| Admin fee / account holder | $140 | $181-22.5% | $9,310-98.5% | $158-11.2% |