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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $57,699 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,041 | $46,332+178.5% | $143,799-10.3% | $64,819+99.1% |
| Participation rate | 85.9% | 64.2%+21.7pp | 80.3%+5.6pp | 71.5%+14.5pp |
| Annual return | -15.81% | -10.05%-5.8pp | -0.04%-15.8pp | 32.84%-48.7pp |
| Employer contribution / active EE | $5,225 | $1,911+173.4% | $4,952+5.5% | $2,507+108.4% |
| Participant deferral / active EE | $4,645 | $2,647+75.4% | $5,638-17.6% | $4,311+7.7% |
| Admin fee / account holder | $103 | $154-33.3% | $14,677-99.3% | $188-45.4% |