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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,075 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,821 | $93,617-5.1% | $135,982-34.7% | $75,177+18.1% |
| Participation rate | 90.1% | 75.2%+14.9pp | 81.9%+8.2pp | 67.2%+22.9pp |
| Annual return | 20.39% | 30.89%-10.5pp | 68.32%-47.9pp | 160.75%-140.4pp |
| Employer contribution / active EE | $1,822 | $3,538-48.5% | $4,859-62.5% | $2,671-31.8% |
| Participant deferral / active EE | $6,869 | $6,406+7.2% | $7,760-11.5% | $4,126+66.5% |
| Admin fee / account holder | $54 | $6,980-99.2% | $10,767-99.5% | $5,651-99.0% |