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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 19 · EIN 80-0709115 | Securities Custodian | $23,161 |
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 | $102,956 | $60,393+70.5% | $81,820+25.8% | $74,429+38.3% |
| Participation rate | 54.9% | 62.9%-8.0pp | 72.4%-17.5pp | 67.2%-12.3pp |
| Annual return | 12.72% | 16.89%-4.2pp | 777.93%-765.2pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,353 | $3,397+87.0% | $4,323+47.0% | $4,348+46.1% |
| Admin fee / account holder | $131 | $1,491-91.2% | $7,391-98.2% | $1,944-93.3% |