Filed January 8, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $54,854 | $37,044+48.1% | $71,793-23.6% | $57,661-4.9% |
| Participation rate | 88.5% | 61.1%+27.4pp | 69.1%+19.4pp | 70.2%+18.3pp |
| Annual return | 7.55% | 12.64%-5.1pp | 78.04%-70.5pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,325 | $720+83.9% | $1,924-31.2% | $1,974-32.9% |
| Participant deferral / active EE | $2,017 | $1,974+2.2% | $2,794-27.8% | $3,061-34.1% |
| Admin fee / account holder | $18 | $101-82.3% | $4,815-99.6% | $95-81.0% |