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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,326 |
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 | $220,805 | $55,437+298.3% | $155,534+42.0% | $74,459+196.5% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 14.19% | 269.58%-255.4pp | 64.92%-50.7pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $5,799 | $2,266+155.9% | $4,675+24.0% | $2,626+120.8% |
| Participant deferral / active EE | $4,645 | $2,837+63.7% | $5,630-17.5% | $4,350+6.8% |
| Admin fee / account holder | $22 | $1,742-98.7% | $15,900-99.9% | $1,945-98.9% |