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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 | $55,423+320.9% | $155,602+49.9% | $74,400+213.5% |
| Participation rate | 97.3% | 61.9%+35.4pp | 78.2%+19.1pp | 67.2%+30.1pp |
| Annual return | 11.29% | 269.07%-257.8pp | 64.81%-53.5pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $1,851 | $2,266-18.3% | $4,675-60.4% | $2,624-29.5% |
| Participant deferral / active EE | $4,750 | $2,835+67.6% | $5,629-15.6% | $4,348+9.2% |
| Admin fee / account holder | $18 | $1,744-98.9% | $15,923-99.9% | $1,944-99.1% |