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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,265 |
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 | $101,020 | $78,425+28.8% | $95,956+5.3% | $79,858+26.5% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 14.77% | 19.37%-4.6pp | 91.63%-76.9pp | 31.72%-16.9pp |
| Employer contribution / active EE | $3,007 | $1,945+54.6% | $2,541+18.3% | $2,471+21.7% |
| Participant deferral / active EE | $5,856 | $3,440+70.2% | $4,167+40.6% | $3,740+56.6% |
| Admin fee / account holder | $17 | $5,622-99.7% | $6,797-99.7% | $5,306-99.7% |