Filed October 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $344 |
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 | $83,277 | $63,156+31.9% | $122,354-31.9% | $62,293+33.7% |
| Participation rate | 80.5% | 60.0%+20.4pp | 71.6%+8.8pp | 69.5%+10.9pp |
| Annual return | 19.08% | 20.61%-1.5pp | 30.28%-11.2pp | 28.90%-9.8pp |
| Employer contribution / active EE | $3,409 | $1,385+146.2% | $4,051-15.8% | $2,042+66.9% |
| Participant deferral / active EE | $5,941 | $2,321+156.0% | $3,287+80.7% | $3,169+87.5% |
| Admin fee / account holder | $5 | $440-98.8% | $5,479-99.9% | $479-98.9% |