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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $7,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,475 | $106,110-44.9% | $147,005-60.2% | $77,671-24.7% |
| Participation rate | 87.8% | 78.4%+9.4pp | 82.2%+5.7pp | 70.6%+17.2pp |
| Annual return | 18.12% | 56.77%-38.7pp | 418.76%-400.6pp | 31.21%-13.1pp |
| Employer contribution / active EE | $3,659 | $4,065-10.0% | $4,934-25.8% | $2,726+34.2% |
| Participant deferral / active EE | $8,798 | $7,992+10.1% | $8,070+9.0% | $4,648+89.3% |
| Admin fee / account holder | $198 | $338-41.4% | $13,006-98.5% | $430-54.1% |