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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCCOK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $770 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,774 | $60,349+12.3% | $74,184-8.6% | $62,881+7.8% |
| Participation rate | 83.1% | 72.7%+10.4pp | 76.6%+6.5pp | 69.3%+13.8pp |
| Annual return | -3.29% | 21.38%-24.7pp | 17.74%-21.0pp | 20.14%-23.4pp |
| Employer contribution / active EE | $2,827 | $1,680+68.3% | $2,370+19.3% | $2,281+24.0% |
| Participant deferral / active EE | $1,575 | $2,856-44.9% | $3,550-55.6% | $3,203-50.8% |
| Admin fee / account holder | $58 | $4,261-98.6% | $5,586-99.0% | $4,296-98.7% |