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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $908 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,729 | $65,376+2.1% | $87,100-23.4% | $65,185+2.4% |
| Participation rate | 99.2% | 75.3%+23.9pp | 76.9%+22.4pp | 70.2%+29.0pp |
| Annual return | 17.56% | 31.27%-13.7pp | 28.19%-10.6pp | 29.38%-11.8pp |
| Employer contribution / active EE | $1,359 | $1,822-25.5% | $2,521-46.1% | $2,177-37.6% |
| Participant deferral / active EE | $2,237 | $3,388-34.0% | $4,049-44.7% | $3,514-36.3% |
| Admin fee / account holder | $18 | $520-96.6% | $7,497-99.8% | $847-97.9% |