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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,598 |
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 | $41,292 | $63,905-35.4% | $74,184-44.3% | $57,658-28.4% |
| Participation rate | 81.0% | 79.8%+1.3pp | 76.6%+4.4pp | 70.2%+10.8pp |
| Annual return | 7.79% | 60.60%-52.8pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,564 | $1,840-15.0% | $2,370-34.0% | $1,974-20.7% |
| Participant deferral / active EE | $2,519 | $3,448-26.9% | $3,550-29.0% | $3,061-17.7% |
| Admin fee / account holder | $68 | $91-25.5% | $5,586-98.8% | $95-28.2% |