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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $700 |
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 | $50,463 | $80,753-37.5% | $136,298-63.0% | $62,293-19.0% |
| Participation rate | 92.2% | 73.5%+18.6pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 18.40% | 35.83%-17.4pp | 5156.27%-5137.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $812 | $2,884-71.8% | $4,696-82.7% | $2,042-60.2% |
| Participant deferral / active EE | $4,535 | $5,164-12.2% | $6,247-27.4% | $3,169+43.1% |
| Admin fee / account holder | $88 | $525-83.3% | $9,244-99.0% | $479-81.7% |