Filed December 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,244 | $61,156-53.8% | $185,823-84.8% | $79,386-64.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.77% | 19.45%-3.7pp | 122.05%-106.3pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,732 | $2,321-25.4% | $5,167-66.5% | $2,427-28.6% |
| Participant deferral / active EE | $1,442 | $2,789-48.3% | $5,568-74.1% | $4,046-64.4% |
| Admin fee / account holder | $35 | $710-95.0% | $16,237-99.8% | $626-94.4% |