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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $80,572 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,550 | $89,465-13.3% | $164,866-53.0% | $77,671-0.2% |
| Participation rate | 95.7% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.1pp |
| Annual return | 13.01% | 28.81%-15.8pp | 69.97%-57.0pp | 31.21%-18.2pp |
| Employer contribution / active EE | $1,350 | $2,568-47.4% | $4,343-68.9% | $2,726-50.5% |
| Participant deferral / active EE | $8,553 | $4,897+74.6% | $6,033+41.8% | $4,648+84.0% |
| Admin fee / account holder | $126 | $340-62.9% | $12,689-99.0% | $430-70.7% |