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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 34-1913859 | Advisory (Participants) | $6,812 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $310 |
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 | $70,094 | $80,753-13.2% | $136,298-48.6% | $62,293+12.5% |
| Participation rate | 79.1% | 73.5%+5.6pp | 81.9%-2.8pp | 69.5%+9.6pp |
| Annual return | 22.80% | 35.83%-13.0pp | 5156.27%-5133.5pp | 28.90%-6.1pp |
| Employer contribution / active EE | $1,791 | $2,884-37.9% | $4,696-61.9% | $2,042-12.3% |
| Participant deferral / active EE | $3,737 | $5,164-27.6% | $6,247-40.2% | $3,169+17.9% |
| Admin fee / account holder | $70 | $525-86.7% | $9,244-99.2% | $479-85.4% |