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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,135 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,946 | $60,788-24.4% | $85,709-46.4% | $79,391-42.1% |
| Participation rate | 99.3% | 62.1%+37.2pp | 69.9%+29.5pp | 70.7%+28.6pp |
| Annual return | 9.78% | 16.57%-6.8pp | 21.49%-11.7pp | 116.88%-107.1pp |
| Employer contribution / active EE | $3,701 | $1,664+122.4% | $2,619+41.3% | $2,428+52.4% |
| Participant deferral / active EE | $1,587 | $2,920-45.6% | $3,924-59.5% | $4,046-60.8% |
| Admin fee / account holder | $32 | $439-92.6% | $6,876-99.5% | $627-94.9% |