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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $348 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,295 | $65,092+190.8% | $143,799+31.6% | $66,938+182.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.05% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,973 | $2,362-16.5% | $4,952-60.2% | $2,545-22.5% |
| Participant deferral / active EE | $4,629 | $2,920+58.5% | $5,638-17.9% | $4,238+9.2% |
| Admin fee / account holder | $13 | $502-97.4% | $14,677-99.9% | $594-97.8% |