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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $654 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,129 | $102,429+8.5% | $147,096-24.5% | $80,925+37.3% |
| Participation rate | 91.0% | 75.9%+15.1pp | 82.2%+8.8pp | 67.7%+23.4pp |
| Annual return | 18.37% | 135.02%-116.6pp | 419.75%-401.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $1,733 | $3,716-53.4% | $4,936-64.9% | $2,756-37.1% |
| Participant deferral / active EE | $6,869 | $6,649+3.3% | $8,071-14.9% | $4,299+59.8% |
| Admin fee / account holder | $15 | $7,957-99.8% | $13,005-99.9% | $6,940-99.8% |