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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $52,056 |
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 | $122,919 | $62,928+95.3% | $172,752-28.8% | $67,579+81.9% |
| Participation rate | 87.1% | 64.5%+22.7pp | 82.6%+4.5pp | 71.3%+15.9pp |
| Annual return | 23.03% | 30.36%-7.3pp | 802.97%-779.9pp | 378.56%-355.5pp |
| Employer contribution / active EE | $4,924 | $1,636+201.0% | $5,144-4.3% | $2,148+129.3% |
| Participant deferral / active EE | $4,111 | $2,145+91.7% | $5,198-20.9% | $3,539+16.1% |
| Admin fee / account holder | $86 | $167-48.6% | $13,955-99.4% | $142-39.8% |