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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,206 |
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 | $115,324 | $73,638+56.6% | $95,964+20.2% | $73,497+56.9% |
| Participation rate | 91.8% | 76.2%+15.6pp | 77.1%+14.7pp | 70.7%+21.1pp |
| Annual return | 15.61% | 16.78%-1.2pp | 91.64%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,126 | $1,863-39.6% | $2,541-55.7% | $2,270-50.4% |
| Participant deferral / active EE | $2,471 | $3,617-31.7% | $4,167-40.7% | $3,740-33.9% |
| Admin fee / account holder | $13 | $482-97.3% | $6,797-99.8% | $513-97.5% |