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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,075 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,911 | $59,191+48.5% | $76,767+14.5% | $56,289+56.2% |
| Participation rate | 91.5% | 75.2%+16.3pp | 77.0%+14.6pp | 69.9%+21.7pp |
| Annual return | -3.83% | 6.62%-10.4pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,077 | $1,759-38.8% | $2,485-56.7% | $2,111-49.0% |
| Participant deferral / active EE | $2,395 | $3,255-26.4% | $3,852-37.8% | $3,350-28.5% |
| Admin fee / account holder | $32 | $489-93.5% | $6,675-99.5% | $521-93.9% |