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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $654 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,129 | $102,382+8.5% | $147,005-24.4% | $80,874+37.4% |
| Participation rate | 91.0% | 75.8%+15.2pp | 82.2%+8.9pp | 67.6%+23.4pp |
| Annual return | 18.37% | 134.89%-116.5pp | 418.76%-400.4pp | 35.62%-17.2pp |
| Employer contribution / active EE | $1,733 | $3,715-53.4% | $4,934-64.9% | $2,756-37.1% |
| Participant deferral / active EE | $6,869 | $6,646+3.3% | $8,070-14.9% | $4,297+59.9% |
| Admin fee / account holder | $15 | $7,942-99.8% | $13,006-99.9% | $6,935-99.8% |