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 | $57,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,027 | $122,239-16.5% | $184,203-44.6% | $74,495+37.0% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.6pp | 67.2%+32.3pp |
| Annual return | 12.80% | 19.95%-7.1pp | 28.81%-16.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $5,896 | $4,537+29.9% | $6,427-8.3% | $2,623+124.8% |
| Participant deferral / active EE | $4,771 | $7,139-33.2% | $9,131-47.8% | $4,346+9.8% |
| Admin fee / account holder | $287 | $1,260-77.2% | $13,901-97.9% | $1,942-85.2% |