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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 | $106,264+97.5% | $147,117+42.7% | $77,762+169.9% |
| Participation rate | 85.4% | 78.4%+7.0pp | 82.2%+3.3pp | 70.6%+14.9pp |
| Annual return | 24.51% | 56.94%-32.4pp | 420.54%-396.0pp | 31.27%-6.8pp |
| Employer contribution / active EE | $2,951 | $4,074-27.6% | $4,932-40.2% | $2,728+8.2% |
| Participant deferral / active EE | $11,080 | $8,003+38.4% | $8,065+37.4% | $4,651+138.2% |
| Admin fee / account holder | $23 | $334-93.1% | $12,993-99.8% | $433-94.7% |