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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $129,919 |
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 | $116,974 | $55,790+109.7% | $76,667+52.6% | $67,582+73.1% |
| Participation rate | 98.1% | 71.1%+27.0pp | 72.1%+26.0pp | 71.3%+26.8pp |
| Annual return | 20.32% | 64.45%-44.1pp | 1166.74%-1146.4pp | 378.57%-358.3pp |
| Employer contribution / active EE | $4,202 | $1,810+132.1% | $2,303+82.5% | $2,148+95.6% |
| Participant deferral / active EE | $4,002 | $2,875+39.2% | $3,336+20.0% | $3,539+13.1% |
| Admin fee / account holder | $285 | $159+79.0% | $6,423-95.6% | $142+100.2% |