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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. Service code 15 · EIN 01-0233346 | Recordkeeping | $8,358 |
Filed as: JOHN HANCOCK USA Service code 15 | Recordkeeping | $8,358 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,132 | $59,535-7.4% | $90,161-38.9% | $62,293-11.5% |
| Participation rate | 74.8% | 73.0%+1.7pp | 76.9%-2.1pp | 69.5%+5.2pp |
| Annual return | 17.61% | 23.53%-5.9pp | 34.89%-17.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,455 | $4,639+39.2% | $5,287+22.1% | $3,169+103.7% |
| Admin fee / account holder | $12 | $337-96.4% | $5,943-99.8% | $479-97.5% |