Filed March 8, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $6,118 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $661 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,047 | $27,800-71.1% | $58,561-86.3% | $71,511-88.7% |
| Participation rate | 99.2% | 34.6%+64.6pp | 50.9%+48.3pp | 67.9%+31.3pp |
| Annual return | 24.57% | 26.80%-2.2pp | 4251.33%-4226.8pp | 28.86%-4.3pp |
| Employer contribution / active EE | $1,280 | $632+102.6% | $1,053+21.5% | $2,589-50.6% |
| Participant deferral / active EE | $3,296 | $1,208+172.8% | $1,923+71.4% | $4,291-23.2% |
| Admin fee / account holder | $131 | $1,637-92.0% | $2,520-94.8% | $1,588-91.8% |