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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $70,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,782 | $31,741+22.2% | $56,033-30.8% | $199,960-80.6% |
| Participation rate | 31.4% | 32.3%-1.0pp | 52.5%-21.1pp | 72.0%-40.6pp |
| Annual return | 19.13% | 14.72%+4.4pp | 1711.38%-1692.2pp | 34.28%-15.2pp |
| Employer contribution / active EE | $652 | $508+28.5% | $1,041-37.3% | $3,036-78.5% |
| Participant deferral / active EE | $1,259 | $1,184+6.3% | $1,954-35.6% | $5,087-75.3% |
| Admin fee / account holder | $139 | $426-67.4% | $2,827-95.1% | $269-48.3% |