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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $8,433 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,880 | $106,164+97.7% | $147,041+42.7% | $77,692+170.1% |
| Participation rate | 85.4% | 78.4%+7.1pp | 82.2%+3.3pp | 70.6%+14.9pp |
| Annual return | 24.51% | 56.81%-32.3pp | 419.21%-394.7pp | 31.25%-6.7pp |
| Employer contribution / active EE | $2,951 | $4,066-27.4% | $4,935-40.2% | $2,726+8.3% |
| Participant deferral / active EE | $11,080 | $7,993+38.6% | $8,071+37.3% | $4,648+138.4% |
| Admin fee / account holder | $23 | $338-93.2% | $13,006-99.8% | $431-94.6% |