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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,295 | $82,678-21.0% | $125,391-47.9% | $68,490-4.7% |
| Participation rate | 91.0% | 75.1%+16.0pp | 82.4%+8.6pp | 67.9%+23.1pp |
| Annual return | -19.25% | -5.97%-13.3pp | 572.41%-591.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $734 | $3,382-78.3% | $4,816-84.8% | $2,597-71.7% |
| Participant deferral / active EE | $5,266 | $6,111-13.8% | $7,448-29.3% | $4,028+30.8% |
| Admin fee / account holder | $78 | $6,277-98.8% | $10,009-99.2% | $5,403-98.6% |