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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,191 | $46,745-3.3% | $60,547-25.4% | $52,331-13.6% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | 0.00% | 0.61%-0.6pp | 335.64%-335.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $179 | $1,259-85.8% | $2,419-92.6% | $1,882-90.5% |
| Participant deferral / active EE | $1,379 | $2,145-35.7% | $3,328-58.6% | $3,022-54.4% |
| Admin fee / account holder | $9 | $537-98.3% | $4,536-99.8% | $592-98.5% |