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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $296 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,912 | $45,343+378.4% | $150,298+44.3% | $67,986+219.1% |
| Participation rate | 83.1% | 51.9%+31.2pp | 77.8%+5.3pp | 57.2%+25.9pp |
| Annual return | 15.59% | 33.28%-17.7pp | 62.79%-47.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $2,062 | $1,462+41.1% | $4,154-50.4% | $2,019+2.2% |
| Participant deferral / active EE | $4,801 | $2,055+133.6% | $5,453-12.0% | $3,358+43.0% |
| Admin fee / account holder | $17 | $2,250-99.2% | $14,116-99.9% | $3,203-99.5% |