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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,445 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,545 | $65,453+12.4% | $86,698-15.2% | $66,938+9.9% |
| Participation rate | 97.2% | 75.5%+21.7pp | 76.6%+20.6pp | 69.8%+27.4pp |
| Annual return | -13.06% | -10.89%-2.2pp | 35.95%-49.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $3,849 | $2,154+78.7% | $2,837+35.7% | $2,545+51.2% |
| Participant deferral / active EE | $12,889 | $4,102+214.2% | $4,656+176.8% | $4,238+204.1% |
| Admin fee / account holder | $34 | $642-94.7% | $7,493-99.5% | $594-94.2% |