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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $290 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,253 | $55,470+320.5% | $155,556+49.9% | $74,478+213.2% |
| Participation rate | 97.3% | 61.9%+35.4pp | 78.2%+19.1pp | 67.2%+30.1pp |
| Annual return | 11.29% | 269.80%-258.5pp | 64.84%-53.5pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $1,851 | $2,267-18.3% | $4,675-60.4% | $2,626-29.5% |
| Participant deferral / active EE | $4,750 | $2,838+67.4% | $5,631-15.6% | $4,350+9.2% |
| Admin fee / account holder | $18 | $1,744-98.9% | $15,885-99.9% | $1,946-99.1% |