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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,675 | $105,200-19.5% | $159,474-46.9% | $85,847-1.4% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.8%-4.7pp | 69.3%+8.8pp |
| Annual return | 15.28% | 45.08%-29.8pp | 263.68%-248.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,190 | $5,946-29.5% | $7,353-43.0% | $3,952+6.0% |
| Admin fee / account holder | $85 | $6,934-98.8% | $10,802-99.2% | $6,261-98.6% |