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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $59,975 |
WINSTON & STRAWN LLP1 year Service code 10 · EIN 36-1975990 | Accounting | $1,782 |
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 | $48,721 | $46,423+5.0% | $75,906-35.8% | $67,584-27.9% |
| Participation rate | 83.9% | 63.1%+20.8pp | 69.3%+14.6pp | 71.3%+12.6pp |
| Annual return | 18.79% | 32.29%-13.5pp | 30.73%-11.9pp | 378.59%-359.8pp |
| Employer contribution / active EE | $529 | $1,406-62.4% | $2,501-78.9% | $2,148-75.4% |
| Participant deferral / active EE | $1,546 | $2,564-39.7% | $3,604-57.1% | $3,540-56.3% |
| Admin fee / account holder | $166 | $132+26.0% | $5,421-96.9% | $142+16.7% |