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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $57,307 |
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 | $47,016 | $41,467+13.4% | $67,313-30.2% | $55,727-15.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -4.98% | 0.82%-5.8pp | -4.08%-0.9pp | 244.94%-249.9pp |
| Employer contribution / active EE | $571 | $1,316-56.6% | $2,566-77.8% | $2,078-72.5% |
| Participant deferral / active EE | $1,752 | $2,399-27.0% | $3,568-50.9% | $3,356-47.8% |
| Admin fee / account holder | $165 | $102+62.1% | $4,507-96.3% | $115+43.6% |