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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 9095 · PORTSMOUTH, NH 038029095 | Recordkeeping | $226 |
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 | $50,508 | $46,360+8.9% | $147,617-65.8% | $52,331-3.5% |
| Participation rate | 86.6% | 64.9%+21.7pp | 84.6%+2.0pp | 68.1%+18.5pp |
| Annual return | 1.97% | 1.62%+0.4pp | 61.98%-60.0pp | 4.54%-2.6pp |
| Employer contribution / active EE | $3,408 | $2,126+60.3% | $5,564-38.8% | $1,882+81.1% |
| Participant deferral / active EE | $7,937 | $2,258+251.6% | $4,895+62.1% | $3,022+162.6% |
| Admin fee / account holder | $4 | $766-99.5% | $11,612-100.0% | $592-99.4% |