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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 | $55,446+298.2% | $155,574+41.9% | $74,429+196.7% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 14.19% | 269.20%-255.0pp | 64.87%-50.7pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $5,799 | $2,266+155.9% | $4,676+24.0% | $2,625+120.9% |
| Participant deferral / active EE | $4,645 | $2,836+63.8% | $5,629-17.5% | $4,348+6.8% |
| Admin fee / account holder | $22 | $1,743-98.7% | $15,914-99.9% | $1,944-98.9% |