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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $198 |
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 | $64,711 | $75,183-13.9% | $123,894-47.8% | $55,167+17.3% |
| Participation rate | 77.9% | 72.8%+5.1pp | 81.4%-3.5pp | 69.0%+9.0pp |
| Annual return | 8.17% | 19.01%-10.8pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,822 | $2,823-35.5% | $4,617-60.5% | $1,963-7.1% |
| Participant deferral / active EE | $3,692 | $5,084-27.4% | $5,984-38.3% | $3,054+20.9% |
| Admin fee / account holder | $157 | $663-76.2% | $8,357-98.1% | $504-68.7% |