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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,846 | $73,102-34.5% | $123,553-61.3% | $56,289-15.0% |
| Participation rate | 87.2% | 74.3%+12.8pp | 82.3%+4.9pp | 69.9%+17.3pp |
| Annual return | -7.30% | 3.01%-10.3pp | 119.21%-126.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $662 | $2,977-77.8% | $4,628-85.7% | $2,111-68.6% |
| Participant deferral / active EE | $4,117 | $5,423-24.1% | $6,426-35.9% | $3,350+22.9% |
| Admin fee / account holder | -$3 | $554-100.5% | $9,284-100.0% | $521-100.5% |