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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $97,962 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,864 | $122,854-60.2% | $184,200-73.5% | $199,768-75.5% |
| Participation rate | 82.0% | 87.0%-5.0pp | 86.8%-4.8pp | 72.0%+10.0pp |
| Annual return | 11.11% | 143.99%-132.9pp | 28.80%-17.7pp | 34.26%-23.1pp |
| Employer contribution / active EE | $3,581 | $4,588-21.9% | $6,424-44.3% | $3,037+17.9% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $9,132-100.0% | $5,090-100.0% |
| Admin fee / account holder | $162 | $120+35.0% | $13,907-98.8% | $269-39.6% |