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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 | $82,188-45.6% | $125,391-64.4% | $64,824-31.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -15.52% | 3.50%-19.0pp | 572.41%-587.9pp | 32.84%-48.4pp |
| Employer contribution / active EE | $5,276 | $3,617+45.8% | $4,816+9.6% | $2,507+110.4% |
| Participant deferral / active EE | $6,371 | $7,177-11.2% | $7,448-14.5% | $4,311+47.8% |
| Admin fee / account holder | $203 | $163+24.1% | $10,009-98.0% | $188+7.9% |