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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,834 |
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 | $28,937 | $72,770-60.2% | $67,653-57.2% | $55,191-47.6% |
| Participation rate | 78.0% | 78.8%-0.8pp | 75.7%+2.3pp | 69.2%+8.9pp |
| Annual return | -0.79% | -3.26%+2.5pp | 6625.22%-6626.0pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,443 | $1,769-18.4% | $2,266-36.3% | $1,899-24.0% |
| Participant deferral / active EE | $2,260 | $3,408-33.7% | $3,560-36.5% | $3,046-25.8% |
| Admin fee / account holder | $26 | $79-67.0% | $4,821-99.5% | $91-71.3% |