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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $575 |
Employer contribution per participant 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 | $70,589 | $98,776-28.5% | $149,745-52.9% | $79,856-11.6% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.6pp |
| Annual return | 14.65% | 27.38%-12.7pp | 276.72%-262.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $423 | $3,217-86.9% | $4,646-90.9% | $2,471-82.9% |
| Participant deferral / active EE | $4,951 | $5,681-12.9% | $6,843-27.6% | $3,741+32.4% |
| Admin fee / account holder | $76 | $6,053-98.7% | $9,312-99.2% | $5,306-98.6% |