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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $659 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,513 | $72,620-89.7% | $90,760-91.7% | $66,938-88.8% |
| Participation rate | 92.6% | 73.7%+18.9pp | 75.7%+16.9pp | 69.8%+22.8pp |
| Annual return | -13.61% | -12.28%-1.3pp | -12.16%-1.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $2,286 | $2,369-3.5% | $2,922-21.7% | $2,545-10.2% |
| Participant deferral / active EE | $1,598 | $3,979-59.8% | $4,565-65.0% | $4,238-62.3% |
| Admin fee / account holder | $27 | $707-96.2% | $8,444-99.7% | $594-95.5% |