Filed March 7, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02451 | Advisory (Plan) | $33,590 |
Filed as: JOHN HANCOCK ENTERPRISES Service code 21 · EIN 01-0233346 | Bank Trustee | $23,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,071 | $110,483+6.9% | $145,433-18.8% | $79,634+48.3% |
| Participation rate | 96.9% | 71.1%+25.8pp | 82.1%+14.7pp | 62.5%+34.4pp |
| Annual return | 15.02% | 24.62%-9.6pp | 66.58%-51.6pp | 36.46%-21.4pp |
| Employer contribution / active EE | $1,995 | $4,053-50.8% | $4,554-56.2% | $2,529-21.1% |
| Participant deferral / active EE | $4,627 | $7,216-35.9% | $7,897-41.4% | $3,835+20.7% |
| Admin fee / account holder | $219 | $680-67.8% | $13,129-98.3% | $1,002-78.2% |