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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,872 | $88,324-79.8% | $115,038-84.5% | $55,191-67.6% |
| Participation rate | 82.9% | 72.5%+10.4pp | 81.4%+1.5pp | 69.2%+13.7pp |
| Annual return | 10.30% | 6.30%+4.0pp | 26.14%-15.8pp | 10.78%-0.5pp |
| Employer contribution / active EE | $1,180 | $2,805-57.9% | $4,608-74.4% | $1,899-37.9% |
| Participant deferral / active EE | $4,248 | $5,042-15.8% | $6,026-29.5% | $3,046+39.4% |
| Admin fee / account holder | $1 | $105-99.4% | $8,175-100.0% | $91-99.3% |