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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCCOK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $867 |
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 | $83,631 | $67,602+23.7% | $82,312+1.6% | $70,126+19.3% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.8pp | 69.5%+28.1pp |
| Annual return | 14.57% | 21.57%-7.0pp | 25.88%-11.3pp | 73.15%-58.6pp |
| Employer contribution / active EE | $3,059 | $1,755+74.3% | $2,428+26.0% | $2,343+30.6% |
| Participant deferral / active EE | $1,452 | $2,987-51.4% | $3,706-60.8% | $3,332-56.4% |
| Admin fee / account holder | $63 | $4,512-98.6% | $5,608-98.9% | $4,645-98.6% |