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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 | $106,247-45.0% | $147,096-60.2% | $77,714-24.8% |
| Participation rate | 87.8% | 78.4%+9.4pp | 82.2%+5.6pp | 70.6%+17.2pp |
| Annual return | 18.12% | 56.87%-38.7pp | 419.75%-401.6pp | 31.26%-13.1pp |
| Employer contribution / active EE | $3,659 | $4,069-10.1% | $4,936-25.9% | $2,727+34.2% |
| Participant deferral / active EE | $8,798 | $7,996+10.0% | $8,071+9.0% | $4,649+89.2% |
| Admin fee / account holder | $198 | $338-41.5% | $13,005-98.5% | $433-54.4% |