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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $46,680 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,894 | $61,338+116.7% | $149,717-11.2% | $71,495+85.9% |
| Participation rate | 95.7% | 62.5%+33.1pp | 78.8%+16.9pp | 67.9%+27.7pp |
| Annual return | 18.00% | 35.86%-17.9pp | 134.41%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $12,634 | $2,381+430.6% | $4,820+162.1% | $2,589+387.9% |
| Participant deferral / active EE | $12,751 | $2,919+336.8% | $5,682+124.4% | $4,291+197.2% |
| Admin fee / account holder | $67 | $1,263-94.7% | $13,213-99.5% | $1,588-95.8% |