Filed April 29, 2025 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 200 BERKELEY ST · BOSTON, MA 02116 | Recordkeeping | $48,852 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,198 | $130,194-33.0% | $169,993-48.7% | $71,457+22.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 14.42% | 20.37%-5.9pp | 53.37%-39.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $5,693 | $4,381+29.9% | $6,785-16.1% | $2,588+120.0% |
| Participant deferral / active EE | $4,595 | $6,923-33.6% | $10,408-55.8% | $4,289+7.1% |
| Admin fee / account holder | $249 | $966-74.2% | $12,815-98.1% | $1,587-84.3% |