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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,645 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,690 | $82,163-45.6% | $125,358-64.3% | $64,811-31.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -15.52% | 3.49%-19.0pp | 572.03%-587.5pp | 32.83%-48.3pp |
| Employer contribution / active EE | $5,276 | $3,616+45.9% | $4,814+9.6% | $2,506+110.5% |
| Participant deferral / active EE | $6,371 | $7,175-11.2% | $7,447-14.4% | $4,310+47.8% |
| Admin fee / account holder | $203 | $163+24.2% | $10,007-98.0% | $188+7.9% |