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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,839 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,802 | $79,045+64.2% | $100,378+29.3% | $74,429+74.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 16.53% | 20.61%-4.1pp | 49.41%-32.9pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $7,747 | $3,015+156.9% | $3,942+96.5% | $2,625+195.1% |
| Participant deferral / active EE | $9,254 | $7,751+19.4% | $8,087+14.4% | $4,348+112.8% |
| Admin fee / account holder | $14 | $1,335-98.9% | $7,899-99.8% | $1,944-99.3% |