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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $9,885 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,085 | $76,112+26.2% | $96,534-0.5% | $71,511+34.4% |
| Participation rate | 98.3% | 74.4%+23.9pp | 76.0%+22.3pp | 67.9%+30.4pp |
| Annual return | 25.47% | 22.81%+2.7pp | 25.88%-0.4pp | 28.86%-3.4pp |
| Employer contribution / active EE | $4,617 | $2,248+105.4% | $2,965+55.7% | $2,589+78.3% |
| Participant deferral / active EE | $16,475 | $4,217+290.7% | $4,851+239.6% | $4,291+284.0% |
| Admin fee / account holder | $42 | $2,708-98.5% | $8,253-99.5% | $1,588-97.4% |