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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO,USA Service code 15 · EIN 01-0233346 | Recordkeeping | $146 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,582 | $76,696-87.5% | $96,515-90.1% | $71,511-86.6% |
| Participation rate | 77.9% | 66.6%+11.3pp | 74.3%+3.6pp | 67.9%+10.0pp |
| Annual return | 6.73% | 48.32%-41.6pp | 35.73%-29.0pp | 28.86%-22.1pp |
| Employer contribution / active EE | $1,375 | $3,032-54.6% | $3,740-63.2% | $2,589-46.9% |
| Participant deferral / active EE | $1,806 | $3,770-52.1% | $4,880-63.0% | $4,291-57.9% |
| Admin fee / account holder | $138 | $2,030-93.2% | $6,735-98.0% | $1,588-91.3% |