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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 19 · EIN 80-0709115 | Securities Custodian | $22,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,465 | $47,105+151.5% | $68,368+73.3% | $67,986+74.2% |
| Participation rate | 56.5% | 51.8%+4.8pp | 73.8%-17.2pp | 57.2%-0.7pp |
| Annual return | 15.50% | 48.37%-32.9pp | 292.57%-277.1pp | 31.67%-16.2pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,508 | $2,374+174.2% | $4,123+57.9% | $3,358+93.8% |
| Admin fee / account holder | $122 | $2,435-95.0% | $5,150-97.6% | $3,203-96.2% |