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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $240 |
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 | $57,042 | $75,183-24.1% | $123,894-54.0% | $55,167+3.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.96% | 19.01%-10.0pp | 47.52%-38.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $9,299 | $2,823+229.3% | $4,617+101.4% | $1,963+373.8% |
| Participant deferral / active EE | $6,236 | $5,084+22.6% | $5,984+4.2% | $3,054+104.2% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.1% |