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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $928 |
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 | $74,443 | $59,186+25.8% | $76,768-3.0% | $56,287+32.3% |
| Participation rate | 73.0% | 75.2%-2.2pp | 77.0%-4.0pp | 69.9%+3.1pp |
| Annual return | -4.69% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,640 | $1,759+50.1% | $2,485+6.2% | $2,111+25.0% |
| Participant deferral / active EE | $5,314 | $3,255+63.3% | $3,852+38.0% | $3,350+58.6% |
| Admin fee / account holder | $22 | $489-95.4% | $6,675-99.7% | $521-95.7% |