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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $2,705 |
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 | $39,467 | $39,4580% | $60,547-34.8% | $55,191-28.5% |
| Participation rate | 94.4% | 59.6%+34.8pp | 68.0%+26.4pp | 69.2%+25.2pp |
| Annual return | 0.00% | 3.35%-3.4pp | 335.64%-335.6pp | 10.78%-10.8pp |
| Employer contribution / active EE | $755 | $1,210-37.6% | $2,419-68.8% | $1,899-60.2% |
| Participant deferral / active EE | $1,766 | $2,140-17.5% | $3,328-46.9% | $3,046-42.0% |
| Admin fee / account holder | $5 | $95-94.5% | $4,536-99.9% | $91-94.2% |